自动通过 Microsoft Outlook 发送 Square

• •可能需要目标 API 的认证凭证

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        "content": "## Automatically Send Square Summary Report for Yesterday's Sales via Microsoft Outlook\n\n## What It Does  \nThis workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in **Square Dashboard > Reports > Sales Summary**.\n\nIt's designed to run daily and pull the previous day's sales into a CSV file, which is then sent to a manager/finance team for analysis.\n\nThis workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358)\n\n## Prerequisites  \nTo use this workflow, you'll need:\n- A Square API credential (configured as a Header Auth credential)\n- A Microsoft Outlook credential\n\n## How to Set Up Square Credentials:  \n- Go to **Credentials > Create New**  \n- Choose **Header Auth**  \n- Set the **Name** to `Authorization`  \n- Set the **Value** to your Square Access Token (e.g., `Bearer <your-api-key>`)\n\n## How It Works  \n1. **Trigger:** The workflow runs every day at 4:00 AM  \n2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account  \n3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the specified report_date  \n4. **Filter Empty Locations:** Locations with no sales are ignored  \n5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report  \n6. **Create CSV File:** A CSV file is created containing the relevant data  \n7. **Send Email:** An email is sent to the chosen third party  \n\n## Example Use Cases  \n- Automatically send Square sales data to management to improve the quality of planning and scheduling decisions  \n- Automatically send data to an external third party, such as a landlord or agent, who is paid via commission  \n- Automatically send data to a bookkeeper for entry into QuickBooks  \n\n## How to Use  \n- Configure both HTTP Request nodes to use your Square API credential  \n- Set the workflow to **Active** so it runs automatically  \n- Enter the email address of the person you want to send the report to and update the message body  \n- If you want to remove the n8n attribution, you can do so in the last node  \n\n## Customization Options  \n- Add pagination to handle locations with more than 1,000 orders per day\n- Instead of a daily summary, you can modify this workflow to produce a weekly summary once a week  \n\n## Why It's Useful  \nThis workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.\n"
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        "content": "## Trigger  \n- This workflow runs every day at 8:00 AM.  \n- Each day, it pulls the previous day's sales data from Square.\n"
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        "content": "## Get Square Locations and Process Each One Separately  \n- This HTTP node connects to the Square Locations API to fetch all your locations.\n"
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        "content": "## Get Sales from Square  \n- This HTTP node retrieves all orders for the given location on the specified date."
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      "typeVersion": 1
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        "content": "## Compile a Report for Each Location  \n- This code node calculates totals for each location.  \n- Please ensure the numbers match EXACTLY with the Square Sales Summary Dashboard.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "40878fe8-40f8-4076-880d-f59e7a895bed",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
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        "content": "## Convert the Square Sales Summary into a CSV File \n"
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      "name": "Convert Sales Summary to CSV File",
      "type": "n8n-nodes-base.convertToFile",
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      "parameters": {
        "options": {
          "fileName": "=sales_report_{{ $('Schedule Trigger').item.json.timestamp }}.csv"
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        "binaryPropertyName": "sales_report"
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      "typeVersion": 1.1
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        "content": "## Send the Report to the Finance Team / Manager"
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      "typeVersion": 1
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      "name": "Send Report",
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      "webhookId": "d3b5fd42-a7ac-4b58-a810-5a91528a5ddb",
      "parameters": {
        "subject": "=Your Square Sales Report for {{ $('Schedule Trigger').item.json['Readable date'].split(',')[0] }}",
        "bodyContent": "<p>Hello User,</p>|<p>Please see the attached report containing yesterday's sales!</p><p>Best,<br> An Efficient Person</p>",
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