Before
A compliance team likely had to review personnel records in Drata to find people without background check evidence, move between records or pages, and identify which users required an update. They then had to upload the evidence to each applicable user record individually, creating repeated work and potential delays in maintaining compliance documentation.
How it works
- Receive the incoming email event and prepare the background check evidence for processing.
- Retrieve personnel records without the required background check evidence, follow additional pages, and separate the results into individual users.
- Upload the evidence to each applicable personnel record in Drata.
Workflow details
- Trigger and preparation: The workflow starts when an incoming email event is received and prepares the background check evidence for processing.
- Personnel review: It retrieves personnel records in Drata that are associated with the relevant compliance category and checks the returned data for additional pages.
- Pagination handling: When more personnel records remain, the workflow retrieves the next page and continues until the available records have been reviewed.
- Evidence targeting: The personnel results are separated into individual records so each person without a background check can be handled independently.
- Compliance update: The workflow uploads background check evidence to the corresponding personnel records in Drata, creating a more complete evidence trail for regulatory compliance.
What changed
Personnel lookup, pagination, user-level targeting, and evidence uploads now occur automatically after the triggering email event, so the compliance handoff begins with updated Drata records rather than a manually assembled list of users.
Work removed
Manually reviewing personnel records one by one, checking additional result pages, identifying users without background check evidence, and uploading evidence to each user record.
Expected outcome
A conservative expected outcome is the removal of at least one manual evidence-upload action for each personnel record processed, with no unsupported estimate for total time saved or compliance improvement.
