Note: Meetings is currently in Early Access and can be enabled by your admins to replace the 1:1s tool. Lattice may modify the Meetings feature at any time.
What is Lattice Meetings?
Meetings extends the Lattice 1:1s experience to every conversation all in one unified calendar view. The Lattice AI Agent can attend any meeting, not just 1:1s, and produces a summary, notes and action items, plus personalized coaching insights for 1:1s conversations within Meetings.
Connect your Calendar
If you have not yet connected your Google Calendar:
Navigate to Meetings > Select Connect Google Calendar.
Follow the instructions in Google.
Use Lattice Meetings
Filter Meetings
Select Filter to view meetings by:
Type: 1:1 or Team
Attendees
Meeting Agent: Attending/Attended
Calendar View
Navigate through the Calendar to view past and future meetings. Select a date to view the meetings for that day or select Today to be taken back to today's meetings.
Today/Date View
Scroll through the meetings for the day and following dates. Select the meeting to view agenda items and notes.
Invite the AI Agent
If the Lattice AI Agent has been enabled for your organization, select the toggle next to the meeting to add it to the meeting.
For 1:1 conversations, the Lattice AI Agent will capture key discussion points, and automatically generate summaries, action items, agenda suggestions, and coaching insights.
Meetings Settings
Meetings Page
Navigate to Meetings > Settings to:
Refresh your calendar sync
Disconnect your Google calendar
Toggle to hide all-day meetings
Toggle to hide meetings with a single participant
Add Agenda Items, Action Items and Private Notes
Select the Meeting, and use the relevant tabs to add an agenda, action items, and any private notes.
Note: Private notes are only visible to you and will not be shared with other participants or your organization.
Agenda
Navigate to Meetings > Select the meeting.
Navigate to the Agenda tab > Select Add talking point.
Select the ellipsis (...) to Assign the talking point to another employee OR use the toggle to Set as recurring.
Action Items
Navigate to Meetings > Select the meeting.
Navigate to the Action items tab, select the ellipsis (...) to Assign the item to another employee OR Set a due date.
Note: If participants invited to the meeting were unable to attend, they will still have access to the agenda and action items.
Download or Delete the Transcript
If the Lattic AI Agent was added to the meeting, you can download and delete the transcript within the Meeting page by selecting the ellipsis (...) next to Agent joined.
When deleting a transcript, note that:
Deleting a transcript removes it only from your view. The other meeting participant will still have access unless they also delete it.
Deleting a transcript is permanent and cannot be undone.
If your organization has disabled transcript retention, the transcripts are automatically deleted as soon as the meeting is ended and insights are generated. The below option to delete a transcript will not appear.