Goals before the board
Maya Okafor, chief of staff at Northwind, asks which company goals are off track before the leadership meeting. Memtro reads the company goals and lists the off-track ones with their owners and measured progress.
Lattice + Memtro
Which company goals are off track, and who reports to Priya?
Memtro reads your Lattice directory: people with title, department, manager, work email and start date. It reads departments, goals and OKRs with owners, status and measured progress, and review cycles by name and stage. It never reads reviews, ratings, feedback, check-ins, pay or personal details, and private goals are never returned. When asked, and once an administrator has granted the action by name, it creates a goal or key result with the owners you name, and posts progress updates on goals. Owners may be notified, and neither a goal nor an update can be deleted through the API.
In Memtro
What you can do with Lattice in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Lattice tool, reads what it needs, and answers with the source cited.
What it does
- 01Finds people by name, title or department, with work email, title, department, manager and start date, and shows who reports to whom.
- 02Lists departments with their descriptions, so filters use the exact names.
- 03Lists goals and OKRs with type, owners, department, dates, status and measured progress.
- 04Filters goals by state, owner, department or words in the name, such as company goals that are off track.
- 05Reports review cycles by name and stage, with when reviews opened and closed.
- 06When asked and granted, creates a goal or key result with named owners, visible company-wide unless made private, and posts a status and progress update on a goal. Lattice may notify the owners.
Acts when asked
When you ask it to
These tools change something in Lattice. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a goal or key result with named owners
- 02Post a progress update on a goal
In practice
Ask it like you would a colleague
Once Lattice is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Lattice + MemtroWhich company goals are off track?
Who reports to Priya Sharma?
What are the engineering OKRs this quarter?
Is the mid-year review open?
Post an amber update on the hiring goal: two offers out, one accepted.
A weekly goal update
Tom Reilly, engineering manager at BigCo, asks Memtro to update the platform migration goal to 60 percent with an amber status and his note on the delay. Memtro posts the update in the words he approved, and the goal's owners see it in Lattice.
Teams
Where it fits
The teams that lean on Lattice most, a question each of them asks, and what they connect beside it.
- People and onboardingThe answers a new hire would otherwise ask around forNew starter, Manager, People lead, Hiring manager“How do I request a laptop, and who approves it?”Used alongside Confluence, Notion, Google Drive, Slack, Google Calendar and 5 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Lattice is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceLattice with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceLattice with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceLattice with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Work managementLattice with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementLattice with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementLattice with LinearIssues, projects and teams, synced hourly into memory.
- Email, calendar and chatLattice with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatLattice with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatLattice with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in People and HR
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
BambooHR- Personio
- Microsoft Entra ID
- Google Workspace
- HiBob
- Greenhouse
Ashby
Breathe HR
Lever
Workable
Deel
Factorial HR
Pinpoint
Recruitee- Teamtailor
CharlieHR
Deputy
Humaans- Connecteam
JazzHR- Rippling
- Sage HR
SmartRecruiters- Staffology Payroll
- Bonusly
- Canvas LMS
- Moodle
15Five
Homerun- Hubstaff
Jibble
Leapsome
LearnUpon
Planday- Remote
7shifts
Timetastic
Recruit CRM
Setup
How to connect
Connect withAPI key and optional data residency
- 1
In Lattice, signed in as a dedicated admin account kept for integrations, open Admin → Settings → Platform → API keys. The key carries that admin's privileges and stops working if the admin leaves.
- 2
Generate an API key and copy it, because it is shown once.
- 3
In Memtro, open Connections → Lattice, paste it into API key, and set Data residency to emea if your account is hosted there.
- 4
Ask: which company goals are off track?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Lattice tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Lattice?+
Only when you ask, and only what it has been granted: create a goal or key result with named owners; post a progress update on a goal. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Lattice connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Lattice data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Lattice?+
API key and optional data residency. In Lattice, signed in as a dedicated admin account kept for integrations, open Admin → Settings → Platform → API keys. The key carries that admin's privileges and stops working if the admin leaves.
Connect Lattice in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.