API Developer Resource 💡
For API documentation and resources to extend workflow automation, visit the Drata Developer page.
Overview of Personnel Workflows
If you selected Personnel as the object type, you can create a workflow that runs when specific Personnel events occur.
If you would like to learn more about workflows, refer to our Workflows article.
Prerequisites
Before creating a workflow, ensure that:
You have the Admin or Workspace Manager role.
You can access Settings > Workflows.
You may also need to:
Identify the Slack channel or Teams group you want to notify.
Prepare any webhook URLs needed to send data from Drata to external applications.
Each personnel workflow is made up of a trigger and the actions you want Drata to take when that trigger occurs. After choosing the personnel you want to monitor, you’ll define what event should activate the workflow and what should happen next. Use the instructions below to configure your workflow.
Step 1: Select the Personnel
Start by choosing which personnel to monitor.
All personnel: This will include all personnel in your account
Status of personnel: This will include all personnel in the chosen employment status type(s)
Step 2: Choose a Trigger
Choose the event that will trigger this workflow. You can trigger the workflow when one of the following changes occurs:
Out of compliance
Choose the Compliance categories that the workflow should trigger for
Set how many days after the person is out of compliance the workflow should trigger
Status changed
Choose the updated employment status that the workflow should trigger for
Step 3: Add Steps
Each step defines what should happen when the workflow is triggered. You can add multiple steps. Each step runs at the same time when the workflow is triggered. All steps in a workflow run in parallel. If one step fails to run, the others still run. Drata automatically retries failed steps up to three times.
Step Type: Send notification
Send real-time alerts to stakeholders through:
Email (always available)
Slack message (shown if Slack is connected)
Microsoft Teams message (shown if Microsoft Teams is connected)
You can:
Select user type, recipients or channel names (such as Personnel, Admin, security-alerts, [email protected]).
Compose a subject line and message, embedding variables such as:
{{person_name}}{{person_email}}{{person_status}}You can select Insert Variable for more options.
Note: Each email/message will contain a link to route to the Personnel page (for users with access) or to My Drata (for users with employee access).
Step Type: Send webhook
Use the Send Webhook step to transmit structured data from Drata to external systems through a specified endpoint. This enables real-time integration with tools like Zapier, Torq, or ServiceNow.
How it works
When triggered, Drata sends a POST request to the specified endpoint. You can include:
Authentication (as custom headers)
Custom headers with additional context
Personnel and trigger properties in the request body
Webhook Implementation Notes
Property Structure
Each webhook payload contains:
Selected Personnel-specific properties (based on scope type: control, risk, evidence, or personnel)
Selected Trigger-specific properties (unique to the specific trigger that fired)
Data Formats
Object arrays (like owners, categories, etc.) are sent as structured JSON
Dates are sent as strings in ISO format
Boolean values are sent as true/false
Custom Fields
Custom fields vary by organization and are configured through Drata's admin interface. They follow the format:
[{"key": "field_name","value": "field_value"}]
Available webhook properties
Base Properties (Included in ALL Webhook Events)
event_type: The specific trigger event name
timestamp: When the event occurred
organization_id: ID of the organization
workspace: Workspace context object
Base Personnel Properties
personnel_name
personnel_email
personnel_title
personnel_status
personnel_hire_date
personnel_compliance_status
personnel_custom_fields
Trigger-Specific Properties
OUT_OF_COMPLIANCE
personnel_categories_out_of_compliance
personnel_unacknowledged_policies
STATUS_CHANGED
personnel_old_status
personnel_new_status