Create monthly intake task for scheduled file deliveries

Your monthly report deliveries lack a tracked intake, causing manual routing. This creates a ticket with delivery details so IT ops can ingest and audit files ahead of the scheduled run.

Overview

Monthly report deliveries frequently arrive without a tracked intake, creating manual work and audit gaps; this workflow turns each scheduled run into a tracked service ticket. It ensures IT ops and compliance coordinators receive delivery context and a ready intake within minutes of the run, enabling on-time ingestion and audit prep before the next cycle.