Email a monthly Square sales and fees report automatically

Every month, Square sales and processing fees across all locations are pulled together into an emailed report.

How the work actually flows

A straight line. Runs once per each square location.

Pattern: Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["monthly schedule"]):::trigtime s0["Retrieve Square locations"]:::svc s1[["Pull payments per location"]]:::mi s2["Total sales and fees"]:::task s3["Build HTML report"]:::task s4["Email the report"]:::svc trig --> s0 s0 -->|"one per each Square location"| s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"monthly sales and fees report emailed"/]:::out pay{{"clear multi location financial snapshot"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationReporting & AnalyticsFinance & Accounting
Connects
Square

The problem it solves

Pulling together sales and fee totals from Square by hand at the end of every month is tedious, especially if you run more than one location. It is easy to lose track of how much processing fees are actually costing you.

Who it fits

Business owners running multiple Square locations who want a clear monthly financial snapshot.

How it works

  1. A monthly schedule triggers the automation
  2. The system retrieves all Square locations and pulls the previous month's payments for each
  3. Sales, refunds, fees, and transaction counts are totaled by location
  4. An HTML report is built with the results
  5. The report is emailed automatically
What you get

Sales and fee trends you see before month-end

You get a clear monthly picture of sales and processing fees across every location, delivered straight to your inbox.

What you get

A monthly email report showing total sales, fees, and transaction details by location.

What you need

A Square account with API access and an email account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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