Getting Started:
Auto-Updates can help you create an Update using relevant information from your connected work tools and Lattice activity. This article walks through connecting your account, generating an Update draft, reviewing and refining the content, and submitting your Update.
Connect an Individual Work Account
Before Auto-Updates can use information from a supported work tool, you must connect and authorize your individual account.
To connect a work tool:
Navigate to Updates.
Open the Update you want to complete.
Select Connect apps.
Select Connect next to the supported tool you want to use.
Follow the prompts to authorize your individual work account.
Return to your Update once the connection is complete.
You can also manage your connected tools through your profile's Manage Settings under the Connectors tab.
Note: Your individual work accounts are not connected automatically. Some connectors may require additional setup or approval from your organization's administrator. Contact your organization's Lattice administrator if you have questions regarding the available connectors.
Generate an Update Draft
Once your supported tools are connected:
Navigate to Updates.
Open your current Update.
Select Draft my update.
Select View Update to generate your draft.
Review the suggested responses for each Update question.
Note: Auto-Updates may not capture every accomplishment, project, or contribution. Review the generated content to make sure it accurately reflects your work.
Review and Refine Your Update
After your draft is generated, you can customize it before submitting.
Actions you can take include:
Edit: Modify generated responses to correct information, add details, or personalize your wording.
Regenerate: Select Regenerate to create a new version of your draft.
Refine: Select Refine to use the Lattice AI Agent to improve an individual response.
Remove content: Delete information that is inaccurate, outdated, or unrelated to your work.
Reject the draft: Choose not to use the generated content by removing the text and complete your Update manually.
When refining a response with the Lattice AI Agent, you can ask it to adjust the wording, format, or level of detail. You can also provide additional context from supported sources during refinement.
Submit Your Update
Once you've reviewed and finalized your responses:
Review your Update to confirm the information accurately represents your work.
Make any final edits or add information that may not have been captured.
Select Share Update to share the update directly with your manager.
Note: Connecting a tool or generating a draft does not automatically submit your Update. You must manually select Share before your manager receives it.