# Send monthly sales reports from Square with Gmail: n8n workflow

> Started by a clock, and works across Gmail. 9 steps, 1 branch: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/send-monthly-sales-reports-from-square-with-gmail (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Send monthly sales reports from Square with Gmail

Started by a clock, and works across Gmail. 9 steps, 1 branch: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-monthly-sales-reports-from-square-with-gmail)

**9 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 4 Service 4

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

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **Get Dates From Last Month** Code *Logic*
- 3 **Get Square Locations** Http Request *Service*
- 4 **Turn Locations Into List** Split Out *Logic*
- 5 **Get Sales from Square** Http Request *Service*
- 6 **Ignore Locations w/o Sales** If *Logic*
- 7 **Compile Sales Reports** Code *Logic*
- 8 **Convert Sales Summary to CSV File** Convert To File *Service*
- 9 **Send Report** Gmail *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 9, with 1 branch
- **Size:** Medium: a working afternoon
- **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?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

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 9 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-monthly-sales-reports-from-square-with-gmail)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Provision new employee accounts** 9 steps · Gmail, Jira](https://millionrounds.com/workflow/provision-new-employee-accounts)
- [**Send weekly sales reports from Square with Gmail** 9 steps · Gmail](https://millionrounds.com/workflow/send-weekly-sales-reports-from-square-with-gmail)
- [**Track Idealista market stats weekly** 9 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/track-idealista-market-stats-weekly)
- [**Analyze client transcripts & route feedback with OpenAI** 9 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/analyze-client-transcripts-and-route-feedback-with-openai)
- [**Automate restaurant sales & inventory forecasting with Gemini** 9 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-restaurant-sales-and-inventory-forecasting-with-gem)
- [**Generate weekly sales insights with Google Sheets and Gemini** 9 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-weekly-sales-insights-with-google-sheets-and-gemini)