Lattice Automations ideas • as Trigger

Explore these Lattice Automations ideas to simplify your work;

• When a new goal is set in Lattice, automatically create a task in Asana for tracking progress.
• When a Lattice feedback form is submitted, send an acknowledgment email to the employee.
• When a performance review cycle ends in Lattice, notify managers on Slack.
• When a new hire is added to Lattice, trigger an onboarding checklist in Trello.
• When a goal is marked as complete in Lattice, update the project status in Monday.com.
• When an OKR is updated in Lattice, send a summary report via email to stakeholders.
• When a 1:1 meeting is scheduled in Lattice, add it to the employee's Google Calendar.
• When a team member receives a badge in Lattice, post a shoutout in a dedicated Slack channel.
• When there's a change in the company org chart in Lattice, update contact lists in Outlook.
• When a manager submits feedback in Lattice, store it in a dedicated Google Sheet.
• When a learning and development request is approved in Lattice, create an event in Eventbrite.
• When a performance improvement plan is initiated in Lattice, alert HR via Microsoft Teams.
• When an employee reaches a milestone in Lattice, send a congratulatory message via email.
• When a new survey is available in Lattice, notify all employees via Slack announcement.
• When an individual development plan is updated in Lattice, sync this information to the individual's personal dashboard in Notion.
• When a compensation review is finalized in Lattice, trigger a notification to the payroll team.
• When an employee's work anniversary is recorded in Lattice, schedule a recognition post on social media.
• When a development goal is declined in Lattice, notify HR for further actions.
• When an employee submits a self-review in Lattice, automatically update their review status in BambooHR.
• When an engagement survey is launched in Lattice, post a reminder in teams' Slack channels.
• When a new career framework is published in Lattice, send a detailed overview to all managers.
• When an employee requests feedback in Lattice, send a calendar invite to the requested person for a feedback session.
• When a Lattice survey response is particularly low scoring, alert the management team for immediate review.
• When a department OKR in Lattice is achieved, update the company's quarterly goal dashboard in Google Data Studio.
• When an email reminder is sent for a review in Lattice, log this activity into Salesforce for account managers.
• When a major update is made to core company metrics in Lattice, inform the CFO’s office through an automated email.
• When an employee is marked for a promotion in Lattice, notify the procurement team to prepare necessary office equipment.
• When a new employee adds referees in Lattice, initiate an automatic reference check workflow using ServiceSnapper.
• When a team receives a low engagement score on Lattice, schedule a team-building activity in Meetup.
• When a new pulse survey is launched in Lattice, update the internal newsletter with the survey link for broader participation.