Note: Make a copy of the resources before using.
Introduce Lattice AI features to your organization
The Introducing the AI Features in Lattice to Your Organization slide deck template provides customizable slides for introducing Lattice AI capabilities to employees. Use this resource when you want to communicate and train your organization on multiple Lattice AI features.
Launch AI Agent in 1:1s
The AI Agent in 1:1s Launch Guide is a quick-start guide for admins launching AI Agent in Lattice 1:1s. Use this resource to configure the feature and communicate how employees can use AI Agent in their 1:1s.
Launch Evidence-Based Review Drafts
The Evidence-Based Review Drafts Launch Guide is a quick-start guide for admins launching Evidence-Based Review Drafts. Use this resource to configure the feature and communicate how employees can use it during a performance review.
Use Lattice MCP to draft Updates
The Drafting Updates with Lattice MCP guide is for admins who want to introduce using Lattice MCP to draft Updates. Use this resource to configure Lattice MCP and communicate the Updates use case to employees.
Launch and train employees on AI Agent
Use the AI Agent Launch Guide to plan your AI Agent launch and get employees started with the feature.
Use the AI Agent Training Deck Template to introduce AI Agent to your team and train employees on how to use it.