1.Runs on monthly day 14
Integrate Schedule by Zapier and scheduling tools to detect the monthly day 14 at 06:00 AM signal to start the capitalization delivery.
Send monthly capitalization sheet to finance and audit
Automatically monitor the Every Month on day 14 at 06:00 AM schedule across Smartsheet and Zapier Tables. Deliver the Excel capitalization worksheet to finance and audit recipients and log the delivery—so you can ship on time, verify version history, and maintain audit traceability without manual paperwork.
How this automation protects your audit trail
When the scheduled capitalization delivery gets missed, audit prep slows down and evidence becomes harder to prove. This automation monitors the monthly schedule, sends the worksheet as an Excel snapshot, and logs delivery traceability—so your team can respond faster.
Zapierによるスケジューリングor swap with your favorite app
2.Sends Excel capitalization sheet
Integrate Smartsheet, reporting tools, and distribution lists to send the configured worksheet as an Excel attachment to recipients.
Smartsheetor swap with your favorite app
3.Creates audit delivery record
Integrate Zapier Tables and audit logging tools to create a record with delivery date, recipient group, and attachment version for traceability.
Zapier Tablesor swap with your favorite app
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