Overview
Square has rich sales data but many business owners only look at it reactively. Getting a weekly digest delivered to your inbox creates a proactive review habit and surfaces trends — like a slow Tuesday pattern or a consistently high-performing product — that you might never notice just running the business day-to-day.
Before you start
- Square account with Notification settings access
- Email address for digest delivery
- Multiple team stakeholders to receive the digest (optional)
- Zapier for Slack delivery (optional)
Step-by-step guide (4 steps)
Enable Square's built-in email summaries
In Square Dashboard, go to Account > Notifications. Enable 'Weekly Sales Summary' emails. Square will automatically email you a summary of the previous week's sales every Monday morning. This is your baseline report — free and built-in.
Customize the report recipients
Add co-owners, managers, and any stakeholders who need weekly visibility. Each person receives the same summary. If you have multiple locations in Square, configure each location's summary separately.
Add top-selling items analysis
For more detail: In Square Dashboard > Reports > Item Sales, configure a saved report view for weekly top items. Set it to export or share with your email. This shows which products drove the most revenue — critical for inventory and marketing decisions.
Layer on a Zapier analysis workflow
For teams that want Slack delivery: use Zapier with Square's API to pull weekly totals. Post a formatted message to your #team-metrics Slack channel every Monday: 'Week of [date]: Revenue $X (vs. $Y last week), Transactions: X, Avg ticket: $X, Top item: [name].'
Track your weekly sales in a Google Sheet alongside the digest. After 8-12 weeks, patterns emerge that are invisible in week-by-week snapshots — seasonal dips, promotional impact, day-of-week patterns.
What you'll get
Weekly visibility into sales performance without logging in
Trend identification over time with consistent data format
Stakeholders informed without anyone manually compiling reports
Helps identify top products for inventory and marketing focus
Common mistakes to avoid
Not reviewing the digest consistently (set a Monday morning calendar block to actually read it)
Only looking at total revenue without checking average ticket and transaction count separately
Ignoring week-over-week comparison (the raw number is less meaningful than the trend)
Frequently asked questions
Do I need coding experience to set up this Square automation?
No coding is required. This guide walks you through everything using Square's built-in features and Zapier's visual interface. If you can follow a recipe, you can follow this guide.
How long does this automation take to set up?
Most users complete this setup in 30–60 minutes on their first try. Once set up, it runs completely automatically with zero ongoing effort.
What happens if the automation fails?
Zapier and Make both have error notifications and task history, so you'll know immediately if something goes wrong. We cover troubleshooting steps in the guide above.
Can I customize this automation for my specific business?
Absolutely. The guide includes notes on common customizations. Most automations have multiple variation points — timing, conditions, notification recipients, and more.