Send weekly Square sales reports to your team through Outlook

Every Monday, the system pulls last week's Square sales and emails a ready-to-read report through Outlook.

How the work actually flows

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

Pattern: Multiple Instances with a priori Run-Time Knowledge (14) · Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig(["every Monday morning"]):::trigtime s0[["check Square locations"]]:::mi s1["pull last week's orders"]:::svc s2["compile sales report"]:::task s3["email report via outlook"]:::svc trig --> s0 s0 --> s1 s2 --> s3 gx{"× location had sales"}:::gate s1 --> gx p00["include in report"]:::task gx -->|"had sales"| p00 p10["skip location"]:::task gx -->|"no sales"| p10 jn{"○ combine locations"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"weekly sales report emailed automatically"/]:::out pay{{"saves Monday morning reporting time"}}:::pay s3 --> 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

Document Processing & OCRReporting & Analytics

Connects

SquareMicrosoft Outlook

Featured in

Franchise operators

The problem it solves

You spend Monday mornings logging into Square, pulling numbers by hand, and building a report before you can even start planning the week. If someone else needs the numbers too, like a landlord or bookkeeper, you're stuck copying and pasting again. By the time the report is ready, you've lost time you didn't have.

Who it fits

A retail or restaurant owner using Square who needs a recurring sales report for a manager, landlord, or bookkeeper.

How it works

Every Monday morning, the system checks all your Square locations
It pulls completed orders from the previous week for each location
Locations with no sales are skipped automatically
The numbers are organized into a report matching Square's own Sales Summary
The report is emailed through Outlook to whoever needs it

Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

Number of Square locations

locations

Minutes to pull sales data per location, per week

minutes

Minutes to compile and send the report, per week

minutes

Loaded hourly cost

$ per hour

0Hours freed per month

0Value per year at your hourly cost

Assumes the manual pull-and-build time stays the same each week and that freed hours go to other work.

What you get

A weekly sales report emailed automatically to a manager, bookkeeper, or other stakeholder.

What you need

A Square account with API access and a Microsoft Outlook 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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