Automatically Send Monthly Sales Reports from Square via Outlook

Automates fetching previous month's sales data from Square API across all locations, generates a CSV summary report matching Square Dashboard, and emails it via Outlook on the 1st of each month.

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-s
Platform
n8n
Category
Health & Fitness
Price
$16.99
Creator
Maxim Luong

How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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