Send missing monthly 13G report alert to team

Your scheduled 13G report emails can go missing, creating regulatory gaps and delaying month-end reconciliations. It alerts your reporting and compliance team so issues are investigated same day.

Overview

Missing monthly regulatory reports create last-minute compliance risk and time-consuming fire drills for portfolio teams. This flow automatically checks for the expected 13G email each month and raises an incident when it's absent, enabling your reporting and compliance staff to resolve issues same day before month-end.