Create bi-monthly intake task for inbound data uploads

Your bi-monthly data uploads arrive without a tracking ticket and stall intake. This creates a scheduled intake task with instructions and due date so teams can begin processing by configured cutoff.

Overview

Manual ticket creation around recurring intake windows wastes time and leaves uploads untracked, slowing downstream processing for program coordinators and support ops. This scheduled flow creates standardized intake tasks on configured bi‑monthly dates so teams see instructions and due dates ahead of the processing cutoff.