Can Claude connect to Lattice?
Yes. Lattice has an official connector for Claude. Helm sets it up for your team with the right permissions, tested prompts and training, so people actually use it.
View the official Lattice connectorWhat is Lattice?
Lattice is a people management platform for performance reviews, goals, feedback, 1 on 1s, engagement surveys and growth plans.
Visit LatticeWhat Claude can do with Lattice
Claude can read and update
- Summarise goals for a team and flag ones that are off track
- Gather feedback and draft a performance review for a manager to finish
- Save draft reviews without submitting them
- Help write weekly or monthly updates against goals
- Find recurring themes across feedback in a team
Who uses it
Managers
Start each review from a draft built on the employee's goals and feedback, then edit it.
People teams
Check goal progress and review completion across the business.
Employees
Draft their own updates and self reviews from the work they have logged.
What your team can ask Claude
“Summarise current goals for the Brisbane team and flag any that need a manager follow up.”
“Draft a performance review for Alex using his review packet and recent feedback. Save it as a draft, don't submit.”
“Help me write this week's update against my goals.”
“What themes come up most in feedback for the customer service team?”
“Which reviews in this cycle are still not started?”
How it connects
Lattice has an official connector in Claude's directory. A Claude admin switches it on and each person signs in with their own Lattice login, so Claude only sees what they're allowed to see. Helm handles the setup, checks the permissions and trains your team on what to ask.
Looking after your Lattice data
Lattice holds performance ratings and private feedback, so Helm keeps Claude to the people each manager already oversees and sets it up to save drafts rather than submit reviews.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Lattice?
Book a 30-minute intro call and we'll show you how Claude can work with Lattice in your business.
Questions about Claude and Lattice
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