Automatically Send Monthly Sales Reports from Square via Gmail What It Does This workflow automatically connects to the Square API and generates a monthly 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 monthly and pull the previous month’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 on the 1st of every month at 8:00 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 previou
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