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Create monthly SFTP loop task for new joiners

Create monthly SFTP loop task for new joiners

Your monthly SFTP new-joiner loads can fail unnoticed and leave enrollments unprocessed. A scheduled support task is created monthly so coordinators can verify and fix the load same day.

Create monthly SFTP loop task for new joiners

Overview

Monthly SFTP failures create untracked enrollment gaps and reactive work for support and onboarding. This flow creates a prefilled ticket on the 23rd so coordinators can validate the load and remediate issues same day, preserving enrollment timelines.

Create monthly SFTP loop task for new joiners