Note: These prompts depend only on data available in your Lattice instance.
Basic Prompts
Drafting and Submitting Reviews:
- How many review drafts do I owe across the review cycle?
- Give me everything I need to draft [name's] performance review - goals, updates, feedback, updates, last review.
- Draft [name's] review based on the evidence and match my voice from the last cycle. Wait for me to approve before submitting.
- Update [direct report's] review with my draft answers and submit.
- Cross-reference [name's] Lattice goals with their Jira tickets and pull anything that contradicts the self-review.
Preparing for conversations:
- Prep me for my 1:1 with [name] today. Pull our last three meetings, open action items, and recent feedback.
- What feedback has [name] received this year? What patterns should I bring up in our next 1:1?
- Draft a coaching note for [name] based on the feedback they've gotten in the last 90 days. Be specific. Be kind.
- I'm a new manager on this team - give me a rundown on [name] using their last two reviews and updates.
Understanding your team:
- Pull the last 8 weeks of updates from my team. What patterns do you see?
- What competencies is [name] measured on, and where are they tracking?
- Which of my reports has the most peer feedback this cycle? Who has the least?
- Map my full reporting line - direct reports plus two levels down. Include tenure and current goals.
- (Admin) How many managers in [department] have completed their reviews? Break it down by team.
Example Advanced AI Automation
Monday Manager Briefing
I want a private Monday-morning briefing on my team, assembled automatically.
Tools available: the Lattice MCP, the [messaging app] MCP, and my calendar.
Create a reusable [Claude Skill / Custom GPT] that does the following for me each run:
- Identify me in Lattice and pull my direct reports.
- For each report, gather signals from the past week:
- Lattice Update: their latest submitted weekly update — focus areas, plans, sentiment, and especially anything flagged as a blocker/roadblock
- Lattice Goals: their active goals, flagging any that are stale (not updated in 14 days) or off-track (status)
- Lattice Feedback: any recognition/praise they received recently
- Lattice 1:1s: open action items from my most recent 1:1 with them
- Connect to my Calendar to identify the following:
- Who's on PTO/OOO this week
- My meeting load, especially heavy meeting load days
- Scheduled 1:1s
- External meetings
- Identify time blocks when I can actually get work done!
- Synthesize everything into one skimmable briefing, grouped by theme, with each item citing its source.
- Then post the briefing to my private [messaging app] channel (a DM to myself or a private channel). This is for my eyes only, so no approval step is needed.
- Rules:
- Only my direct reports
- Only signals from the past week
- Every line cites its source
- Keep it skimmable — omit empty sections rather than padding
- If a data source returns nothing or isn't connected, skip it silently (don't error)
- Post only to my private channel — never message my reports or anyone else
- Rules:
- (Schedule this to run every Monday at 8:00am in my timezone so the briefing is waiting when I log on.)