Send monthly Square sales reports to your team through Gmail

On the 1st of each month, the system pulls last month's Square sales and emails a report through Gmail.

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(["1st of each month"]):::trigtime s0[["check Square locations"]]:::mi s1["pull last month's orders"]:::svc s2["compile sales report"]:::task s3["email report via gmail"]:::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[/"monthly sales report emailed automatically"/]:::out pay{{"saves start of month 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
Email AutomationDocument Processing & OCRReporting & Analytics
Connects
SquareGmail
Featured in

The problem it solves

At the start of every month you have to log into Square, pull last month's numbers by hand, and put together a report before anyone can plan ahead. If a bookkeeper or landlord needs the numbers too, you're doing the same work twice. It eats into time you'd rather spend running the business.

Who it fits

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

How it works

  1. On the 1st of the month, the system checks all your Square locations
  2. It pulls completed orders from the previous calendar month for each location
  3. Locations with no sales are skipped automatically
  4. The numbers are organized into a report matching Square's own Sales Summary
  5. The report is emailed through Gmail to whoever needs it
Quick estimate

What it is worth to you

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

locations
minutes
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

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

What you get

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

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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