Email Daily Square Sales Reports as CSV via Gmail

## 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 ) ## How It Works 1. Trigger: The workflow runs every day at 4:00 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 specified report_date 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 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