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ClickRuntime

Automate Square

Square businesses automate the end-of-day and weekly checks they otherwise do from the Square Dashboard: sales per location with tips, fees and card versus cash, top-selling items, and new customers. Stock counts and refunds can trigger alerts the moment they change. Say what you need to your AI assistant, read through the plan it lays out, and it runs at closing time or as each event arrives.

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Try asking

Create a ClickRuntime automation: every night at 10pm, email me today's Square sales for each location with gross sales, tips, processing fees and the split between card and cash.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Square

Nightly sales by location, a daily top-items comparison, instant word of low stock and refunds, and a Monday roundup of new customers. These are ready-made starting points. Anything else you can describe works too.
On a schedule

Get each location's Square sales after closing

A nightly email breaks down the day's Square sales per location with tips, fees and card versus cash.

See how it works
Daily

See your top Square items and how today compares

A daily email names the three best-selling items and compares the day's total with the same weekday last week.

See how it works
The moment it happens

Get a Slack alert when Square stock runs low

When an item's count falls below 5, a Slack message names the item, location and count left.

See how it works
The moment it happens

Get emailed about every Square refund

Each refund triggers an email with the amount, location and reason as soon as Square reports it.

See how it works
Weekly

List last week's new Square customers every Monday

Every Monday you get a count of the customers added last week with their names and emails.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Square, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Square automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Square should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every evening, pull today's Square sales and email me the total, the top 5 items, and how it compares with the same day last week.

When a Square payment is completed, add a row to my Google Sheet with the amount, items and location.

Every Monday, find Square customers who haven't visited in 60 days, add them to a Mailchimp segment, and post the count to Slack.

Beyond chat

Have Square work when you're not in the chat

Connecting Square to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Square

Square connects with the production access token from an app in your own Square Developer Console. The token belongs to your account, so no one else's app is involved.

Square

Payments / POS

  1. At developer.squareup.com/apps, open your app, or create one, and go to Credentials.
  2. Switch to Production and click Show next to the Production Access token, then copy it.
  3. In the ClickRuntime dashboard, save the token as a secret on Connections & secrets and choose Square as the app.
  4. For instant alerts such as refunds or inventory changes, add a webhook subscription in the Developer Console for events like refund.created or inventory.count.updated.

Good to know

Square limits that affect automations

  • The personal access token has full access to your Square account and cannot be limited to specific permissions, so keep it private and revoke it from the Developer Console if needed.
  • Square documents no expiry for this token, so the connection keeps working until you replace it.
  • Sandbox and production tokens are not interchangeable; using one against the other environment returns UNAUTHORIZED.
  • Instant alerts depend on webhook subscriptions you create in the Developer Console; without one, the same checks run on a schedule instead.

FAQ

Questions about automating Square

What can ClickRuntime do with my Square token?
The token can read and change anything in your Square account, since Square does not scope personal access tokens. The automations listed here only read orders, payments, inventory, refunds and customers.
Can I get sales broken down by location?
Yes. The nightly summary searches completed orders for each location and adds tips, fees and payment type from the matching payments, in the location's time zone.
How fast are refund and stock alerts?
With a webhook subscription for `refund.created` or `inventory.count.updated`, the alert goes out as soon as Square sends the event. Refund events are checked against Square's signature before they are used.
What if I have a busy day with lots of orders?
The summaries page through results, so days with more than 1,000 orders are still counted in full.
Do I need to bring an AI key?
No. AI is included in every plan with no separate key, and the Square summaries and alerts here are plain totals and thresholds.
Is this a Square connector for ChatGPT or Claude?
Not for chatting with Square data. A chat connector lets your assistant read and change Square while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Square event.

Related pages

Keep exploring

Tell your assistant what Square should do

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