Send monthly Square sales reports to your team through Outlook

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

How the work actually flows

A straight line. Runs once per each square location.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["1st of the month"]):::trigtime s0["check all Square locations"]:::task s1[["pull last months orders"]]:::mi s2["compile sales report"]:::task s3["email report via Outlook"]:::task trig --> s0 s0 -->|"one per each Square location"| s1 s1 --> s2 s2 --> s3 out[/"monthly sales report emailed"/]:::out pay{{"time saved on manual reporting"}}:::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 stepRuns once per itemResultPayoff
Build size
Advanced

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

Business functions
Document Processing & OCRReporting & Analytics
Connects
SquareMicrosoft Outlook

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 Outlook to whoever needs it
Quick estimate

What it is worth to you

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

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

Assumes the freed time each month goes to other work and that every recipient currently needs their own separately prepared copy.

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 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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