This n8n workflow automatically retrieves and processes daily sales data from Square, generates a comprehensive sales summary report, and sends it via email to the designated recipient. Designed for business owners and managers, this workflow streamlines the process of monitoring sales performance across multiple locations without manual effort.

The workflow begins with a scheduled trigger that initiates the process every day at 8:00 AM. It first makes an HTTP request to the Square API to fetch all available store locations. Each location’s sales data is then retrieved separately by making another HTTP request for completed orders from the previous day. The data from all locations is filtered to exclude those with no sales.

A code node then compiles a detailed sales report, aggregating total sales, taxes, discounts, tips, refunds, and refunds’ impact on tender types. The report reflects sales figures exactly matching Square’s Sales Summary dashboard. The summarized data is subsequently converted into a CSV file, which is attached to an email sent through Microsoft Outlook. The email includes a brief message and the sales report as an attachment, providing quick and easy access to daily sales insights.

This workflow is highly practical for daily sales monitoring, performance reporting, and operational oversight. It saves time, reduces manual reporting errors, and helps management make informed decisions faster, all automatically handling data retrieval, processing, file creation, and distribution.