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Organization settings: Notifications rules

Organization notifications rules let you configure automated compliance updates to Slack or Microsoft Teams.

⚠️ Select your experience

The steps depend on your interface version. Select a link to skip to the instructions for your version.

Customers who joined Drata on or after Feb 24, 2026 are automatically on the New Experience.

Instructions for the New Experience

These notifications help teams stay on top of control readiness, personnel actions, and system errors, without relying on individual email preferences.

What organization notifications are used for

Use organization notifications to:

  • Monitor controls that are not audit-ready

  • Track personnel with pending compliance actions

  • Surface monitoring or automated test errors

  • Keep security and compliance teams aligned in shared channels

⚠️ Important: These notifications may include sensitive compliance or personnel information. Choose destinations carefully.


Prerequisites

Before creating notifications, you must connect at least one messaging platform: Slack or Microsoft Teams

Slack-specific prerequisites (private channels)

If you plan to send notifications to private Slack channels, the Drata app must be added to each private channel. Here are the options to add Drata to a private Slack channel:

Option 1: Command

/invite @Drata

Option 2: Slack UI

  1. Open the channel

  2. Select the channel name → Integrations

  3. Select Add an app

  4. Add Drata

Microsoft Teams-specific prerequisites (direct messaging)

If you plan to use direct messaging for Teams notifications:

  • The Drata App must be installed in Microsoft Teams. If it is not installed, contact your IT team.

  • Direct messages are sent through the Drata App—not to a user's personal chat.

  • Personnel must have Allow notifications enabled under Settings > Personal > Notifications to receive direct messages. This toggle applies to email, Slack, and Teams notifications.

⚠️ Microsoft Teams does not support sending notifications to private channels.


Create an organization notification

  1. Select Settings.

  2. Go to Notification rules.

  3. Select Create notifications rule


Choose a target

Slack

  • Select one or more public or private channels

  • Or notify specific users

  • Private channels require the Drata app to be added

Microsoft Teams

  • Paste the channel URL as the destination

How to get a Teams channel URL: Copy from the browser address bar or select Get link to channel in Teams


Available notification types

Notification options depend on whether you’re using Slack or Microsoft Teams.

  • Personnel with Pending Actions

    • Notifies pending compliance actions (for example, accepting a policy).

    • ⚠️ May include names and compliance status.

    • Recommended: Send to a private channel.

  • Tests with an “Error” Result

    • Alerts you when an automated test encounters an issue and cannot determine pass or fail.

    • These errors require investigation to restore monitoring.

  • Required Approvals

    • Notifies you when there are updates or changes to control approvals.

  • Control Evidence Updates

    • Notifies control owners when evidence has been added or updated for their controls.

  • Controls Not Ready

    • Alerts you when selected controls are not audit-ready.

    • You can choose specific controls to monitor.

    • Notifications are only sent if issues are detected.

  • Workflow Updates

    • Notifies you when workflows are updated or encounter run errors.


Send a direct message to personnel

When enabled, Drata sends the notification to both the configured destination channel and directly to each relevant personnel in Slack or Microsoft Teams. The channel notification is always sent regardless of whether this option is enabled.

⚠️ Direct messages are sent through the Drata App in Slack or Microsoft Teams—not to a user's personal chat. Ensure the Drata App is installed before enabling this option.

⚠️ Personnel must have Allow notifications enabled under Settings > Personal > Notifications to receive direct messages. This toggle applies to email, Slack, and Teams notifications—not just email.

The following notification types support direct messaging:

Notification Type

Description

Send a direct message to personnel (optional)

Personnel with Pending Actions

Notifies you, and optionally your personnel, of pending compliance actions like accepting a policy.

Sends a direct message to each personnel with pending compliance tasks.

Required Approvals

Notifies when there are updates to your control approvals.

Sends a direct message to each personnel with pending compliance tasks.

Control Evidence Updates

Notifies control owners when there are updates to your control evidence.

Sends a direct message to each control owner when there are updates to your control evidence.

Workflow Updates

Notifies when there are updates or run errors for your workflows.

Sends a direct message to each personnel with pending compliance tasks.


Notification frequency

Available frequencies:

  • Daily: Sent at 6:00 AM PT, including weekends

  • Weekly: Sent Mondays at 6:00 AM PT


Manage existing notifications

For each notification rule, you can:

  • Disable: Temporarily stop the notification without removing it. Use this if the rule may be needed again.

  • Active: Turn the notification back on so it resumes sending alerts based on its configured schedule.

  • Delete: Select the notification rule to permanently remove the notification rule.

    • ⚠️ This action cannot be undone.


Common misconfigurations to avoid

  • ❌ Sending personnel notifications to public channels

  • ❌ Forgetting to re-authorize Slack after adding private channels

  • ❌ Assuming notifications replace dashboards or reports

  • ❌ Expecting personal notification settings to affect org rules

  • ❌ Expecting Teams or Slack direct messages to arrive in personal chat instead of the Drata App


Instructions for the Classic Experience

Drata provides customizable company notifications to keep your team informed about important compliance updates.

Prerequisite

Slack Prerequisite

Note: This is requirement only for private Slack channels. If private Slack channels are not appearing in the notification selection list, ensure that the Drata app has been added to those channels. Additionally, re-authorize the Slack integration in Drata with a Slack Admin account to reflect new private channels.

Option 1: Use a command to add the Drata bot

  1. Open the desired Slack channel.

  2. In the message field, enter the following command:

    /invite @Drata
  3. Press Enter.

Option 2: Use the Slack interface to add the Drata app

  1. Open the desired Slack channel.

  2. Select the channel name at the top to open channel details.

  3. Select the Integrations tab.

  4. Select Add an App.

  5. Add the Drata app to the channel.

Note to Re-authorization Steps for Private Channels: If you created or added Drata to private channels post-integration, re-authorize Slack in Drata using an Admin account to update channel access.

You can now configure the available notification types listed below.

Add a new notification

  1. Select your username in the bottom left corner and then Settings.

  2. Under Company Settings, select Notifications.

  3. Select Manage Notifications for the desired workspace.

  4. In the top-right corner, select + New Notification.

  5. Configure how you would like to receive notifications based on whether you are using Slack or Microsoft Teams.

Note: The notification options differ depending on whether you are using Slack or Microsoft Teams.

Configure Slack Notifications

  1. Select the notification type you would like:

    • Controls not ready

      • You must also select the specific controls you would like to monitor and receive notifications for.

      • At the scheduled interval, Drata verifies the status of all the controls you selected. If any controls are not ready, you will receive a notification.

      • If any controls are not ready, you will receive a notification like this:

    • Personnel with pending actions

      • Receive a list of personnel with pending compliance actions.

      • When selecting the Destination:

        • It is highly recommend to select a private channel for this notification type since it includes full list of personnel with incomplete or pending actions.

        • You can also directly notify each personnel with pending compliance action by checking Notify Personnel.

    • Tests with an "error" result

      • Receive a list of tests that have returned an Error.

      • A test with an Error means Drata encountered issues performing the test and could not determine a Pass or Fail result.

      • Resolve these test so that they can be restored.

  2. Destination: Select the Slack channels or personnel you want to notify.

    • For private Slack channels:

      • Make sure you’ve added the Drata bot or Drata app to your desired private Slack channel where you want to send notifications.

      • For instructions, refer to the Slack Prerequisite.

  3. Select the notification frequency.

    • Note: With daily frequency, notifications are sent at 6 AM PT every day, including weekends. With weekly frequency, notifications are sent on Mondays at 6 AM PT.

  4. Select Schedule Notification.

Configure your Microsoft Notifications

  1. Select the notification type you would like.

    • Controls not ready notification type (Control notification type): Control Notification allows you to be notified if control(s) are not ready.

    • Personnel with pending actions: Personnel Notification allows you to be notified about employee(s) with pending actions.

    • Tests with an "error" result: Test error notifications allow you to be notified about tests with an ‘Error’ result. Tests with an ‘Error’ result require resolution to be restored in order for the test to be conducted properly.

  2. Enter the Team URL for the destination. To copy the Team URL from Microsoft Teams:

    1. Option 1: From the Browser

      1. Log in to Microsoft Teams.

      2. Create or find the channel where you want to send notifications.

      3. Open the channel.

      4. Copy the browser URL.

      5. Paste this URL into the Destination section in Drata.

    2. Option 2: From Microsoft Teams (Channel Settings)

      1. Navigate to the channel in Microsoft Teams.

      2. Open the channel menu in the top-right corner.

      3. Click Get link to channel, then click Copy.

      4. Paste this URL into the Destination section in Drata.

  3. Select the notification frequency.

    • Note: With daily frequency, notifications are sent at 6 AM PT every day, including weekends. With weekly frequency, notifications are sent on Mondays at 6 AM PT.

  4. Select Schedule Notification.

Edit your notification

On the Notifications page, select the edit icon for the existing notifications you would like to edit. You can only edit channels and frequency

Enable or disable existing notification

On the Notifications page, toggle on or off the notifications you would like to enable or disable.

Delete an existing notification

On the Notifications page, select the on the delete icon on the right side of the table and confirm your deletion.

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