Automatically Send Monthly Sales Reports from Square via Gmail

## Automatically Send Monthly Sales Reports from Square via Gmail ## What It Does This workflow automatically connects to the Square API and generates a **monthly** 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 monthly and pull the **previous month'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 Gmail 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 1. **Trigger:** The workflow runs on the **1st of every month at 8:00 AM** 2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account 3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the **previous calendar month** 4. **Filter Empty Locations:** Locations with no sales are ignored 5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square's built-in Sales Summary report 6. **Create CSV File:** A CSV file is created containing the relevant data 7. **Send Email:** An email is sent using Gmail to the chosen third party ## Example Use Cases - Automatically send monthly Square sales data to management for forecasting and planning - 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 month - Adjust the date filters in the HTTP node to cover the full calendar month (e.g., use Luxon or JavaScript to calculate `start_date` and `end_date`) ## 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.