Keep goals in Lattice actually up to date
Every Monday, WebRun opens Lattice, lists active goals with no progress update in the last month along with their owner, team, and due date, posts each owner a short nudge in Microsoft Teams naming their stale goals, and sends your People lead a WhatsApp summary showing which teams are keeping goals current and which are not.
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How do I get my team to keep their goals updated in Lattice?
WebRun keeps Lattice goals current. Every Monday it lists active goals with no progress update in the last month, sends each owner one Microsoft Teams nudge naming their stale goals, and WhatsApps your People lead a team-by-team summary showing which teams keep goals updated and which are drifting.
- Stale goals get one nudge a week, not a spreadsheet chase
- Team goal hygiene is measured, not guessed
- Overdue open goals are named before the quarter closes
Built for People and HR teams · engineering managers · operations leads · scaling companies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.lattice.comin a real browser with your saved login - no setup, no API keys. -
1
Lattice - find goals with no recent update
lattice.com
WebRun opens Lattice to find goals with no recent update. - Open Lattice and list active goals for the current period
- Capture the owner, team, due date, current progress, and the date of the last update for each
- Flag goals with no progress update in the last month, and any goal past its due date still marked open
Done when Every stale or overdue goal is listed with its owner, team, and last update date.
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2
Microsoft Teams - nudge each goal owner
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to nudge each goal owner. - Send each goal owner one short Teams message listing their stale goals and the last update date
- Include the Lattice link so updating progress takes one click
- Keep it to one message per person per week, however many goals they own
Done when Every owner of a stale goal has one Teams nudge with their list.
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3
WhatsApp - summarise it for the People lead
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to summarise it for the People lead. - Send your People lead a WhatsApp summary showing stale goals by team
- Give the percentage of goals updated in the last month for each team
- Name any goal that is past its due date and still open
Done when The People lead has this week's team-by-team goal hygiene summary.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it edit goals or write progress updates in Lattice?
No. WebRun reads Lattice and reports what is stale. Every progress update, status change, and comment is written by the person who owns the goal, so the record stays theirs.
How stale is stale?
No progress update in the last month by default, and you can tighten it to a fortnight or loosen it to a quarter. Goals updated inside the window are never flagged, so active work is left alone.
Will people be nudged over and over?
Each owner gets one Teams message a week listing all of their stale goals. A person with three untouched goals is nudged once, and the nudge stops as soon as the goals are updated.
Related templates
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