Auto Send Daily Square Sales Summary Reports via Outlook

This n8n workflow connects to the Square API to automatically generate and send daily sales summary reports for all linked locations. Triggered every day at 4:00 AM, it retrieves completed orders from the previous day, aggregates data to replicate Square's Sales Summary report, creates a CSV file, and emails it to managers or finance teams via Microsoft Outlook.

Key benefits include time savings by eliminating manual data pulls and report generation, ensuring consistent daily insights without errors, and scalability across multiple Square locations. It filters out locations with no sales, processes data via custom code for accuracy, and requires only Square Header Auth credentials and Outlook integration.

Ideal use cases: Small business owners automating sales reporting to stakeholders, retail chains monitoring daily performance, or finance teams integrating Square data into broader analytics. Builds on Square API templates for seamless setup and reliable operation.