Automatically Send Monthly Sales Reports from Square via Outlook
Automatically Send Monthly Sales Reports from Square via Outlook What It Does This workflow automatically connects to the Square API and generates a monthly sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary. It's designed to run monthly and pull the previous month’s sales into a CSV file, which is then sent to a manager/finance team for analysis. This workflow builds on my previous template, which