Automatically Send Square Summary Report for Yesterday's Sales via Microsoft Outlook
Automatically Send Square Summary Report for Yesterday's Sales via Microsoft Outlook What It Does This workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary. It's designed to run daily and pull the previous day's sales into a CSV file, which is then sent to a manager/finance team for analysis. This workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358) Prerequisites To use this workflow, you'll need: A Square API credential (configured as a Header Auth credential) A Microsoft Outlook credential How to Set Up Square Credentials: Go to Credentials > Create New Choose Header Auth Set the Name to Authorization Set the Value to your Square Access Token (e.g., Bearer <your-api-key>) How It Works Trigger: The workflow runs every day at 4:00 AM Fetch Locations: An HTTP request retrieves all Square locations linked to your account Fetch Orders: For each location, an HTTP request pulls completed orders for the specified report_date Filter Empty Locations: Locations with no sales are ignored Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report Create CSV File: A CSV file is created containing the relevant data Send Email: An email is sent to the chosen third party Example Use Cases Automatically send Square sales data to management to improve the quality of planning and scheduling decisions Automatically send data to an external third party, such as a landlord or agent, who is paid via commission Automatically send data to a bookkeeper for entry into QuickBooks How to Use Configure both HTTP Request nodes to use your Square API credential Set the workflow to Active so it runs automatically Enter the email address of the person you want to send the report to and update the message body If you want to remove the n8n attribution, you can do so in the last node Customization Options Add pagination to handle locations with more than 1,000 orders per day Instead of a daily summary, you can modify this workflow to produce a weekly summary once a week Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring. An n8n automation workflow template by Rosh Ragel.
Rosh Ragel
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