Automate Monthly Square Sales Reports via Outlook
This workflow automates the generation and delivery of monthly sales reports from Square to designated recipients via Microsoft Outlook. It streamlines the reporting process by fetching sales data, compiling it into a CSV, and emailing it automatically.
This workflow is designed to run on the first day of each month, pulling sales data for the previous month from all Square locations. It processes the data to match the Square Sales Summary report, compiles it into a CSV file, and sends it to specified recipients via Outlook. This automation saves time and reduces manual effort in generating and sharing sales reports.
- Platform
- n8n
- Category
- Business Operations & ERPs
- Price
- $14.99
- Creator
- Luca Esposito
- if
- code
- splitOut
- stickyNote
- httpRequest
- convertToFile
- scheduleTrigger
- microsoftOutlook
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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