This workflow automates the process of generating and distributing weekly sales reports from Square to management or finance teams. It triggers every Monday at 8:00 AM, fetches sales data for all locations from the previous week, processes the data to create a comprehensive sales summary, converts this summary into a CSV file, and then emails the report via Outlook. The workflow utilizes various nodes: an HTTP request to fetch locations, sequential requests to retrieve sales data per location, a code node for calculating totals, and a file node to generate the CSV report. This automation saves time, ensures consistency, and provides timely insights into sales performance.
Automated Weekly Square Sales Report Generation and Sending
Node Count | 11 – 20 Nodes |
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Nodes Used | code, convertToFile, httpRequest, if, microsoftOutlook, scheduleTrigger, splitOut, stickyNote |
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