Automated Daily Sales Report Delivery from Square via Gmail

Overview

This workflow automates the process of generating and sending daily sales reports from Square to designated recipients via Gmail. It streamlines data collection, processing, and delivery, ensuring timely and accurate reporting.

Key Features

• Retrieves all Square locations and filters out those without sales.
• Gathers daily sales data from each active location using Square's API.
• Compiles and formats sales summaries into a CSV file for easy analysis.
• Automatically sends the compiled report via Gmail to specified recipients.
• Scheduled to run daily without manual intervention.

Benefits

• Eliminates manual report generation, saving significant time and reducing errors.
• Ensures stakeholders receive up-to-date sales insights every day.
• Enhances decision-making with consistent, reliable data delivery.
• Frees up staff to focus on higher-value tasks by automating repetitive processes.

Use Cases

• Retail businesses needing daily sales visibility across multiple locations.
• Franchise operators monitoring performance trends.
• Finance teams requiring automated sales data for reconciliation and analysis.

Integrations & Processes

• Integrates Square (for sales data) and Gmail (for report delivery) via API calls.
• Utilizes data processing and conditional logic to ensure only relevant data is included.
• Converts sales summaries into CSV format for compatibility and ease of use.