Automatically Send Monthly Sales Reports from Square via Outlook

This workflow connects to the Square API to automatically generate and send monthly sales summary reports. It triggers on the 1st of every month at 8:00 AM, retrieves all linked Square locations, fetches completed orders for the previous calendar month from each, filters out locations with no sales, aggregates the data using a Code node to match Square's Sales Summary report exactly, creates a CSV file, and sends it via Microsoft Outlook to managers or finance teams.

Key benefits include time-saving automation of manual reporting tasks, ensuring consistent and accurate data pulls without discrepancies from Square Dashboard, and easy distribution to stakeholders. It builds on Square API integration templates, requiring only Header Auth credentials for Square (Bearer token) and Outlook setup.

Ideal use cases: E-commerce businesses, retail stores, or POS users needing hands-off monthly sales overviews for analysis, budgeting, or performance reviews. Perfect for multi-location operations to consolidate reports effortlessly.