Powering Cross-Functional Collaboration Through Customizable Workflow Automation

Manual, repetitive tasks slow GRC teams down. In large organizations, multiple teams and departments mean more manual follow-ups, handoffs, and delays, turning simple processes into potential risk points. Disconnected, clunky tools create silos and overwhelm, and reactive GRC opens the door to risk when visibility and speed matter most.

Customizable, automated workflows are changing that paradigm.

Drata began by automating evidence collection and continuous control monitoring. In just four years, we’ve grown into a full Trust Management Platform, supporting over 7,000 customers with robust capabilities across risk, governance, control monitoring, and security assurance.

Now, we’re entering the next phase: configurable process automation—empowering you to scale your GRC program, streamline collaboration, and move faster with confidence.

As the GRC landscape shifts toward real-time, operational compliance, teams need automation that’s not just reactive, but orchestrated. Drata is leading that charge—trusted by companies in every industry to embed trust into their daily workflows.

GRC isn’t just about passing audits anymore. It’s about building systems that scale with your business.

From Embedded Actions to End-to-End Orchestration

We’ve already delivered key workflows that power everyday tasks and operations:

• Jira ticket creation when controls or tests change status

• Control readiness approvals to formalize oversight

• Policy versioning and states to ensure distribution readiness

But these aren’t the finish line—they’re the foundation. The real opportunity lies in what comes next.

Introducing: Custom Workflows 

Launching in open beta this July, Custom Workflows lets you build and automate end-to-end repetitive GRC processes with no-code—your way.

Automate what matters most with:

• Event-based triggers tied to real risk and compliance signals like control failures, risk changes, or new evidence.

• No-code custom builder to design and deploy workflows in minutes.

• Task assignment based on roles and responsibilities for accountability.

Drive cross-functional visibility and accountability across large organizations with:

• Real-time notifications via Slack, Microsoft Teams, or Email.

• Context-rich messages with dynamic content for clarity and action.

• Audit trails and task tracking to boost stakeholder confidence.

Integrate risk and compliance into existing tools like:

• Outgoing Webhook support to push events to Zapier, Jira, ServiceNow, or internal systems.

• Support for third-party tools across security, legal, and engineering.

• Scalable automation that grows with your tech stack and complexity.

“Drata Workflows will once again redefine how GRC professionals manage their programs. First we automated compliance monitoring. Now we’re layering configurable process automation to enable seamless, end-to-end workflows that adapt to the unique needs of each organization.”

—Brian Elmi, SVP, Product Management, Drata

What It Unlocks: Efficiency, Accountability, and Scale

This is about more than saving time. It’s about giving teams the systems they need to mitigate business risk faster, collaborate better, and scale with confidence.

• Increased operational efficiency: Eliminate manual, error-prone tasks that slow your team down.

• Greater productivity and accountability: Assign tasks automatically, so nothing falls through the cracks.

• A scalable GRC program, unified in one platform: Build custom workflows to fit your organization's structure, frameworks, and pace—without stitching together point solutions.

How Custom Workflows Helps You (Yes, You)

We know the reality: GRC isn’t just a framework checklist—it’s a daily coordination challenge across people, processes, and tools. Here's how Custom Workflows meets you where you are:

Director of Compliance

You’re the single point of accountability—and the one stuck chasing updates across teams, checking dashboards, and following up manually to keep controls audit-ready.

With Custom Workflows, you can:

• Create Tasks Automatically: Trigger a task whenever new evidence is added to a control so the control owner is looped in immediately. Ex: Control receives new evidence → task assigned to owner

• Send Notifications via Slack or Teams: Alert your compliance team when a control is marked out-of-scope—no need to go digging/filtering tables. Ex: Control goes out-of-scope → Slack message sent to GRC admins channel

Stay proactive, not reactive—reduce missed steps, increase clarity, and focus on the bigger picture.

Security Engineer or GRC Manager

You’re the builder and the fixer, and you're juggling dozens of controls, reviews, and remediation workflows—but coordinating with the right people slows everything down.

With Custom Workflows, you can:

• Use Dynamic Task Assignment: Automatically assign follow-up work to users based on RBAC roles—like Infosec Lead or Control Manager. Ex: Risk scoring change → task assigned to Risk Manager via role-based logic

• Launch Multi-Action Workflows: Combine steps when key events happen, like sending alerts and assigning reviews when control status drops. Ex: Readiness set to "not ready" → task assigned + Teams alert fired

Focus on resolution, not coordination—save time, reduce bottlenecks, and ensure action happens fast.

VP of Security / Head of GRC

You need a system that brings the right people into the fold at the right time without requiring intervention from you.

With Custom Workflows, you can:

• Connect Systems via Webhooks: Sync real-time control and risk events to Jira, ServiceNow, or your internal platforms to keep every team aligned. Ex: Control mapped to a requirement → webhook pushes details to Jira

• Trigger Email Alerts: Ensure the right people are aware when a control fails or a risk changes without having to check the system. Ex: Control fails → Email sent to control owner or designated responder

Keep your program scalable, accountable, and aligned—without sacrificing speed or oversight.

Let’s Build the Future of GRC Workflows—Together

We’ve seen what GRC teams can do with the right automation. But we also know your scope is unique. Your frameworks expand. Your teams evolve.

Custom Workflows is how we scale with you.

Custom Workflows launches in open beta this July. 

To learn more about the Drata Platform, book a demo today.