Automation library · CRM

Send daily sales reports from Square with Gmail

Started by a clock, and works across Gmail. 8 steps, 1 branch: small enough to read in one sitting and change without fear.

Small

8 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 3Service 4

The steps in the order they run, from what starts it.

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Get Square LocationsHttp RequestService
  3. 3Turn Locations Into ListSplit OutLogic
  4. 4Get Sales from SquareHttp RequestService
  5. 5Ignore Locations w/o SalesIfLogic
  6. 6Compile Sales ReportsCodeLogic
  7. 7Convert Sales Summary to CSV FileConvert To FileService
  8. 8Send ReportGmailService

How it's built

Starts on
A clock
Steps
8, with 1 branch
Size
Small: readable in one sitting
Connects to
Gmail
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 8 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 8 steps before you point it at anything that matters.