People and HR

A Lattice AI Agent That Keeps Reviews And Goals On Track

Review season stalls when people forget deadlines and goals go stale. Your agent keeps track in Lattice and nudges the right people at the right time.

From $10/month 30 days free No credit card

What Your Agent Does In Lattice

  • Chases Unfinished Reviews

    It checks which self reviews and manager reviews are still open and posts a list by manager, with a friendly reminder drafted for each person.

  • Reads Goal Progress

    Ask how the growth goals are going this quarter and it summarizes each goal’s latest update and flags the ones with no check-in.

  • Preps 1:1 Agendas

    Before a 1:1 it pulls recent goal updates and feedback for that person and drafts a short agenda for the manager.

Ask In Your Own Words

Type it in any project chat, or send it from your phone. Your agent works in Lattice for you, with your own login, and reports back in the thread.

  • Who on the Acme product team has not finished their self review?
  • Which goals haven’t had an update in three weeks?
  • Draft a 1:1 agenda for my meeting with the new designer on Thursday.

Use Lattice With Octopus Prime

  1. Open Settings › Connections, choose Lattice and sign in once with your own login.
  2. Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Lattice for you without ever seeing your password.
  3. Choose which agents can use Lattice: just yours, one project’s or the whole company’s. You approve what matters.

How agents use apps without passwords

Questions About Lattice And Your Agents

Can the agent read private review feedback?

Only what the connected Lattice user is allowed to see. Use an account with the access you are comfortable sharing.

Does it write the reviews?

It can draft a summary from feedback you point to, but people write and submit their own reviews.

Does my agent see my Lattice password?

No. Your Lattice login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Lattice, at any time in Settings.

Put An Agent To Work In Lattice. With Your Own Login. You Approve What Matters.

From $10/month 30 days free No credit card

Octopus Prime opens November 7, 2026.

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