Automatically Send Square Summary Report for Yesterday's Sales via Gmail
What It Does
This workflow automatically connects to the Square API and generates a daily 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 daily and pull the previous day'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
- Trigger: The workflow runs every day at 4:00 AM
- Fetch Locations: An HTTP request retrieves all Square locations linked to your account
- Fetch Orders: For each location, an HTTP request pulls completed orders for the specified report_date
- Filter Empty Locations: Locations with no sales are ignored
- Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report
- Create CSV File: A CSV file is created containing the relevant data
- Send Email: An email is sent to the chosen third party
Example Use Cases
- Automatically send Square sales data to management to improve the quality of planning and scheduling decisions
- 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 day
- Instead of a daily summary, you can modify this workflow to produce a weekly summary once a week
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.