Get yesterday's Square sales report in your inbox every morning

Every morning you get an emailed sales summary pulled straight from Square, with no manual pulling of reports.

How the work actually flows

It branches. Exactly one path is taken; runs once per one per store location.

Pattern: Exclusive Choice (4) · Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["daily 4am schedule"]):::trigtime s0[["pull orders per location"]]:::mi s1["combine into sales summary"]:::task s2["email csv report"]:::svc trig --> s0 s1 --> s2 gx{"× did location have sales"}:::gate s0 --> gx p00["include in summary"]:::task gx -->|"had sales"| p00 p10["skip location"]:::task gx -->|"no sales"| p10 jn{"○ locations combined"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"daily sales summary emailed"/]:::out pay{{"no manual report pulling"}}:::pay s2 --> 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 itemOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationDocument Processing & OCRReporting & Analytics
Connects
SquareGmail
Featured in

The problem it solves

You want to know yesterday's numbers every morning without logging into Square and pulling the sales summary yourself. If you manage multiple locations, gathering and comparing sales by hand takes even longer, and finance still needs a copy for the books.

Who it fits

Restaurant, retail, or multi-location business owners who use Square and need daily sales visibility.

How it works

  1. Every day at 4am, the automation checks in with Square
  2. It pulls yesterday's completed orders for every location
  3. It skips any location that had no sales that day
  4. The numbers are combined into a summary that matches Square's own sales report
  5. A CSV file with the summary is emailed to whoever needs it, like your manager or bookkeeper
What you get

Sales numbers you see before your first coffee

You get yesterday's complete sales summary from every location waiting in your inbox each morning.

What you get

A daily sales summary CSV emailed automatically to your manager, bookkeeper, or landlord.

What you need

A Square account with API access and a Gmail 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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