Customer support ops keep monthly finance files centralized

Customer support ops miss monthly finance attachments in project tasks, causing duplicates and unclear ownership. Copy or link files to MP Daily Briefing so finance and ops share a single record.

Overview

Scattered monthly finance attachments create duplicate files, audit headaches, and unclear ownership for support ops and finance. This workflow ensures every monthly finance file lands in MP Daily Briefing, giving finance and ops a single authoritative record and eliminating missed or duplicated attachments.

Notable Features

Detect new attachments on tasks
Prevent duplicate files in briefing
Attach or link files to briefing