Automatically Send Weekly Square Sales Reports via Outlook

This n8n workflow connects to the Square API to automatically generate and send weekly sales summary reports. It fetches all linked Square locations, retrieves completed orders from the previous week (Monday to Sunday), aggregates the data using custom code to replicate Square's Sales Summary report exactly, creates a CSV file, and emails it to your manager or finance team via Microsoft Outlook. Ideal for hands-off business reporting without manual dashboard checks.

The workflow triggers every Monday at 4:00 AM, ensuring reports are ready early in the week. It efficiently handles multiple locations, filters out those with no sales, and processes data reliably. Prerequisites include a Square API Header Auth credential (Bearer token) and Outlook integration, making setup straightforward for Square users.

Benefits include massive time savings on report generation, error-free data matching official Square figures, and seamless delivery to stakeholders. Use cases: Small business owners automating finance reviews, retail chains tracking multi-location performance, e-commerce sellers monitoring weekly trends, or teams integrating sales insights into broader BI processes without coding expertise.