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Custom Workflows Training Video

This training video series provides an overview of Drata’s Custom Workflows feature and how to configure workflows with with webhooks, trigger tasks, or Slack notifications when various events occur in Drata.

Workflows Overview

This video walkthrough provides a general overview of Workflows in Drata and shows how to automate key compliance actions to reduce manual follow-ups. You’ll see how to configure, customize, and publish a workflow using one of Drata’s most common pre-built recipes.

Key Takeaways:

  • Explore a high-level overview of the Workflows feature, including starts, triggers, and steps

  • Learn how to configure workflow tasks and notifications and extending automation with Webhooks

  • Gain insight into publishing workflows

Custom Workflow Webhooks with Make.com

In this training video, the example demonstrates using Make.com to automatically open new issues in GitHub and Linear, helping your engineering and compliance teams stay aligned.

Key Takeaways:

  • Learn how to configure a custom workflow using the Send Webhook step to send data to external systems.

  • See how webhook-triggered workflows streamline control management and reduce manual steps.

  • Discover how these integrations support operationalizing compliance across your tool stack.

Building a custom workflow for Control events

This training video walks through building a workflow that activates when new evidence is linked to a control. The workflow automatically creates a task and sends a Slack notification to ensure your team stays informed and responsive.

Key Takeaways:

  • Understand how to build workflow triggers based on new evidence linked to a control.

  • Learn how to automatically create tasks to support timely review or action.

  • See how to send Slack notifications to keep stakeholders updated in real time.

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