This workflow automates the generation and distribution of weekly sales reports from Square to Gmail, streamlining data analysis for management and finance teams.
This workflow connects to the Square API to fetch sales data from all your Square locations for the previous week. It compiles the data into a CSV file that mirrors the Square Sales Summary report. The report is then emailed to specified recipients every Monday at 8:00 AM, ensuring timely delivery of critical sales information for decision-making. The workflow requires Square API credentials and Gmail OAuth2 credentials for execution.
Platform
n8n
Category
Business Operations & ERPs
Price
Free
Creator
Sebastian Müller
if
code
gmail
splitOut
stickyNote
httpRequest
convertToFile
scheduleTrigger
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.