自动通过 Outlook 发送 Square 月度销售报告
高级
这是一个Document Extraction, Multimodal AI领域的自动化工作流,包含 16 个节点。主要使用 If, Code, SplitOut, HttpRequest, ConvertToFile 等节点。 自动通过 Outlook 发送 Square 月度销售报告
前置要求
- •可能需要目标 API 的认证凭证
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
"meta": {
"instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "850021bd-91b4-4a19-9bcc-9727131ac584",
"name": "- 检索包含 ETF ISIN 的表行",
"type": "n8n-nodes-base.httpRequest",
"position": [
1312,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/locations",
"options": {},
"sendHeaders": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"typeVersion": 4.2
},
{
"id": "3ffebacb-7d53-4fbe-8ee8-aefa4aad2473",
"name": "- 构建 GET 请求以从 https://justetf.com 获取数据",
"type": "n8n-nodes-base.splitOut",
"position": [
1536,
544
],
"parameters": {
"include": "selectedOtherFields",
"options": {},
"fieldToSplitOut": "locations",
"fieldsToInclude": "id"
},
"typeVersion": 1
},
{
"id": "c48961b3-deef-495a-bb50-3ba3b9c5c893",
"name": "### HTML 内容提取",
"type": "n8n-nodes-base.if",
"position": [
2032,
544
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "498f5fab-6930-4e89-9fbe-0d67671da8d2",
"operator": {
"type": "array",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.orders }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "303aa5f9-6950-4524-b166-7c57e4c3fe5c",
"name": "- 从 just etf 网站上的 CSS 选择器中提取 HTML 内容为人类可读文本",
"type": "n8n-nodes-base.httpRequest",
"position": [
1792,
544
],
"parameters": {
"url": "https://connect.squareup.com/v2/orders/search",
"method": "POST",
"options": {
"batching": {
"batch": {}
}
},
"jsonBody": "={\n \"location_ids\": [\"{{ $json.locations.id }}\"],\n \"query\": {\n \"filter\": {\n \"state_filter\": {\n \"states\": [\"COMPLETED\"]\n },\n \"date_time_filter\": {\n \"created_at\": {\n \"start_at\": \"{{ $('Get Dates From Last Month').item.json.date }}T00:00:00-05:00\",\n \"end_at\": \"{{ $('Get Dates From Last Month').item.json.date }}T23:59:59-05:00\"\n }\n }\n }\n },\n \"limit\": 1000,\n \"return_entries\": false\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
},
"executeOnce": false,
"typeVersion": 4.2
},
{
"id": "b9956b5b-612f-4078-a1c3-3f01da244855",
"name": "- 将数据附加或更新到您的表中",
"type": "n8n-nodes-base.code",
"position": [
2320,
544
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Date and Location Metadata\nconst date = $('Get Dates From Last Month').item.json.date;\nconst location_id = $json.orders[0].location_id || null;\nconst location_name = $('Get Square Locations').item.json.locations.find(locations => locations.id === location_id)?.name;\n\n// Our Result Variables\nlet total_money = 0;\nlet total_tax = 0;\nlet total_discount = 0;\nlet total_tip = 0;\nlet total_returns = 0;\nlet cash_rounding = 0;\n\nlet cash_tender = 0;\nlet card_tender = 0;\nlet gift_card_tender = 0;\nlet other_tender = 0;\nlet fees = 0;\n\n// Loop Through Each Order\nfor (const sale of $json.orders) {\n\n // Add the sales, taxes, discounts and tips\n total_money += sale.total_money?.amount || 0;\n total_tax += sale.total_tax_money?.amount || 0;\n total_discount += -(sale.total_discount_money?.amount || 0);\n total_tip += sale.total_tip_money?.amount || 0;\n if (sale.rounding_adjustment) {\n cash_rounding += sale.rounding_adjustment.amount_money?.amount || 0;\n }\n\n \n if (sale.return_amounts) {\n // If there are returns, subtract from sales totals and add to return amount total\n total_money -= sale.return_amounts?.total_money?.amount || 0;\n total_tax -= sale.return_amounts?.tax_money?.amount || 0;\n total_discount -= sale.return_amounts?.discount_money?.amount || 0;\n total_tip -= sale.return_amounts?.tip_money?.amount || 0;\n \n total_returns += -(sale.return_amounts?.total_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tax_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tip_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.discount_money?.amount || 0);\n \n // If an array of refunds is provided\n for (const refund of sale.refunds || []) {\n const transaction_id = refund.transaction_id;\n \n // Look for the original sale this refund refers to\n const original_sale = $json.orders.find(original =>\n original.id && transaction_id && original.id.includes(transaction_id)\n );\n \n if (original_sale) {\n if (original_sale.rounding_adjustment) {\n const amount = original_sale.rounding_adjustment.amount_money?.amount || 0;\n cash_rounding -= amount;\n total_returns += amount;\n }\n \n if (original_sale.tenders) {\n for (const tender of original_sale.tenders) {\n if (tender.id === refund.tender_id) {\n const amount = refund.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender -= amount;\n else if (tender.type === 'CASH') cash_tender -= amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender -= amount;\n else other_tender -= amount;\n \n if (refund.processing_fee_money && tender.id === refund.tender_id) {\n fees -= refund.processing_fee_money.amount || 0;\n }\n }\n }\n }\n }\n }\n }\n \n if (sale.tenders) {\n for (const tender of sale.tenders) {\n const amount = tender.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender += amount;\n else if (tender.type === 'CASH') cash_tender += amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender += amount;\n else other_tender += amount;\n \n if (tender.processing_fee_money) {\n fees -= tender.processing_fee_money.amount || 0;\n }\n }\n }\n \n}\n\n// Final computed values\nconst net_sales = total_money - total_tip - total_tax - cash_rounding;\nconst gross_sales = net_sales - total_discount - total_returns;\nconst net_total = cash_tender + card_tender + gift_card_tender + other_tender + fees;\n\nreturn {\n json: {\n date,\n location_id,\n location_name,\n gross_sales: gross_sales / 100.0,\n total_returns: total_returns / 100.0,\n total_discount: total_discount / 100.0,\n net_sales: net_sales / 100.0,\n total_tax: total_tax / 100.0,\n total_tip: total_tip / 100.0,\n cash_rounding: cash_rounding / 100.0,\n total_payments_collected: total_money / 100.0,\n cash: cash_tender / 100.0,\n card: card_tender / 100.0,\n gift_card: gift_card_tender / 100.0,\n other: other_tender / 100.0,\n fees: fees / 100.0,\n net_total: net_total / 100.0,\n }\n};"
},
"typeVersion": 2
},
{
"id": "01d6eb5f-4ec9-4ddb-9a73-410bcf44c1f1",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "## 触发器"
},
"typeVersion": 1
},
{
"id": "3b116ff4-4bef-4653-99da-9aa768e07d4c",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1232,
352
],
"parameters": {
"color": 5,
"width": 460,
"height": 420,
"content": "n8n Webhooks"
},
"typeVersion": 1
},
{
"id": "b32a6432-7bcd-4e8e-be26-4f3454f36e84",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1712,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "聊天响应"
},
"typeVersion": 1
},
{
"id": "31d64d79-8904-4460-83e5-43f22d5ecb7d",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2256,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "模型响应"
},
"typeVersion": 1
},
{
"id": "33c85a0d-eefb-4ae5-b5f3-544aa2a4a6e3",
"name": "由 Github 模型提供支持",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
784,
544
],
"parameters": {
"rule": {
"interval": [
{
"field": "months",
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "e5a3755f-ecbb-4afa-ae23-2fdd06e1f4af",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2512,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "### 通过 N8N Webhooks 使用 LLM 模型"
},
"typeVersion": 1
},
{
"id": "abc96e29-7cac-462c-83f0-199e7c43a954",
"name": "1. 创建新的 OpenAI 凭据并命名为 \"n8n-webhook\"",
"type": "n8n-nodes-base.convertToFile",
"position": [
2576,
544
],
"parameters": {
"options": {
"fileName": "=sales_report_{{ $('Schedule Trigger').item.json.timestamp }}.csv"
},
"binaryPropertyName": "sales_report"
},
"typeVersion": 1.1
},
{
"id": "ef17143b-adc8-4320-8861-af7f680faf05",
"name": "### 需要帮助?",
"type": "n8n-nodes-base.stickyNote",
"position": [
2768,
352
],
"parameters": {
"color": 5,
"height": 420,
"content": "3. 输入 Base URL 为 \"https://<您的_n8n_网址>/webhook/github-models\""
},
"typeVersion": 1
},
{
"id": "ccdf9712-ee33-4271-9d8f-7872c706446e",
"name": "获取上个月日期",
"type": "n8n-nodes-base.code",
"position": [
1040,
544
],
"parameters": {
"jsCode": "const inputDate = new Date($input.first().json.timestamp);\nconst year = inputDate.getFullYear();\nconst month = inputDate.getMonth();\n\n// Get first day of previous month\nconst firstDay = new Date(year, month - 1, 1);\n\n// Get last day of previous month by setting date to 0 of current month\nconst lastDay = new Date(year, month, 0).getDate();\n\nconst output = [];\n\nfor (let day = 1; day <= lastDay; day++) {\n const date = new Date(year, month - 1, day);\n const formatted = date.toISOString().split('T')[0];\n output.push({ json: { date: formatted } });\n}\n\nreturn output;\n"
},
"typeVersion": 2
},
{
"id": "f635bdce-e732-405c-ace1-718d13d49885",
"name": "4. 激活您的工作流!这仅适用于生产环境 webhook URL",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
2832,
544
],
"webhookId": "9b21e092-ebd1-4969-b1eb-a78603ae521d",
"parameters": {
"subject": "Your Last Month's Square Sales Report",
"bodyContent": "<p>Hello User,</p><p>Please see the attached report containing last month's sales!</p><p>Best,<br> An Efficient Person</p>",
"toRecipients": "user@example.com",
"additionalFields": {
"attachments": {
"attachments": [
{
"binaryPropertyName": "sales_report"
}
]
},
"bodyContentType": "html"
}
},
"typeVersion": 2
},
{
"id": "9a94d6da-1d97-4d24-8db2-196f65087f05",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-64,
-32
],
"parameters": {
"width": 736,
"height": 1440,
"content": "## 通过 Outlook 自动发送来自 Square 的月度销售报告"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Send Report": {
"main": [
[]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Get Dates From Last Month",
"type": "main",
"index": 0
}
]
]
},
"Get Square Locations": {
"main": [
[
{
"node": "Turn Locations Into List",
"type": "main",
"index": 0
}
]
]
},
"Compile Sales Reports": {
"main": [
[
{
"node": "Convert Sales Summary to CSV File",
"type": "main",
"index": 0
}
]
]
},
"Get Sales from Square": {
"main": [
[
{
"node": "Ignore Locations w/o Sales",
"type": "main",
"index": 0
}
]
]
},
"Turn Locations Into List": {
"main": [
[
{
"node": "Get Sales from Square",
"type": "main",
"index": 0
}
]
]
},
"Get Dates From Last Month": {
"main": [
[
{
"node": "Get Square Locations",
"type": "main",
"index": 0
}
]
]
},
"Ignore Locations w/o Sales": {
"main": [
[
{
"node": "Compile Sales Reports",
"type": "main",
"index": 0
}
]
]
},
"Convert Sales Summary to CSV File": {
"main": [
[
{
"node": "Send Report",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流?
复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景?
高级 - 文档提取, 多模态 AI
需要付费吗?
本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。
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