Integrating Lattice with Slack allows your entire company to keep up with what's happening in Lattice by sharing activity in your company's Slack channels (#praise for public feedback + the Lattice Slack App for your personal feedback Slackbot ). Lattice will push updates to your Slack instance whenever a user receives public Feedback, updates a public Goal, is prompted to complete a stage in a Review, or posts a public Update.
To setup the company Slack integration, first make sure you're an admin on your Lattice AND Slack account. Then, go to the Integrations administration panel (Admin>Integrations).
Setting up a New Slack Integration
Scroll down to "Company Integrations" and click on Slack. From here, Slack will require some authentication before you can integrate it with Lattice.
This button will take you to Slack's website, where you can authorize the integration and select a default channel to display Lattice activity. Note that you must be logged into Slack in your browser to complete this step!
We often find it useful for organizations to create a dedicated channel in Slack for Lattice notifications (we recommend "#praise" for your public feedback channel, given that the Slack command will always be "/praise").
Once you've completed the initial Slack authorization, you will be able to customize your integration.
Once connected, you'll notice Lattice's Slack App will appear on your righthand Slack panel. This is a private Slack App that will allow you to give public/private/manager-only feedback as well as requesting feedback, responding to feedback requests and writing notes to Self. You are also able to view any 1:1 meeting, review cycle completing, and update completion reminders.
This will appear for all employees and enable them to use every function of Lattice's Feedback tool within Slack.
Customizing Slack Notifications
You can customize which notifications you receive and which channel each type of notifications post in by adding new channels within Lattice to match your org.
You can enable or disable notifications by clicking the toggle by each notification type: Check-ins, Feedback, and Goals. Additionally, you can customize which channel you'd like your notification to post to by entering the channel name (for example, "#goals" or "goal_updates") below each notification type. Be sure to click the "Save" button to save your changes!
When you connect with Slack, you will see a screen that shows you exactly what permissions we're requesting and what data we'll have access to. We purposefully request the least amount of permissions to be able to do our job - we don't want any extra data. If you feel uncomfortable with the data that Lattice will have access to, you can always cancel the connection before it happens, and we will never have accessed your data.