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.

Runs: Weekly
Apps: Square
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 9am, email me the Square customers created in the last 7 days with their name and email, and the total count.

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

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A local business on Square collects customers every day: regulars who give an email at the till, a new client who books a haircut, a family who signs up for a loyalty program. These people go into the Customer Directory, and then nothing happens. The owner has no regular view of who joined this week, so welcome offers are never sent, friendly staff cannot recognize a new face, and growth is measured only by sales. Opportunities to build loyalty are missed.

Every Monday, ClickRuntime searches Square customers by created date for the previous week, counts them and emails you the list with names and contact details. You see exactly how many new people arrived and who they are, in one message.

Salons, cafes, studios and shops that value personal relationships with customers benefit the most.

What you get out of it

New customers receive a proper welcome
With the list in hand, a short thank-you email or a first-visit offer can be sent within days, when the experience is fresh and the customer is most receptive. A warm first message makes a second visit more likely, which is where loyalty begins.
Growth is measured directly
A weekly count of new customers shows whether marketing is bringing in people or only serving existing ones, which sales totals alone cannot tell you. It also reveals seasonal patterns, such as new customers arriving in bursts around holidays.
Staff can recognize newcomers
Sharing the list with the team helps them greet a new client by name on the next visit, which is a small gesture that builds loyalty. Being recognized on a second visit is memorable for customers.
Mailing lists stay up to date
Instead of exporting the whole directory, you add the week's new contacts to your email tool, avoiding duplicates and keeping the list current without a large job. A short weekly addition takes minutes, and a yearly export takes hours.
Campaigns can be evaluated
After a promotion or an event, the next Monday's count shows how many new customers it brought. That is a clear measure of whether it paid off. Over time, you spend more on what works and less on what does not.

How it works

What happens, step by step

Every Monday, ClickRuntime finds the customers added to your Square account last week.
It counts them.
You get an email with the total and a line for each new customer with their name and email.

Before it runs live

Connect Square

What you get

RunsWeekly

List last week's new Square customers every Mondaytoday, 9:00Succeeded

Email · New customers14 new Square customers this week - Dana Fox <dana@acme.example>

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. 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.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Square steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

weekly_new_customers_digest.pyexample

from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, notify

API = "https://connect.squareup.com/v2"

def square_headers():
    return {"Authorization": f"Bearer {credentials.secret('SQUARE_ACCESS_TOKEN')}", "Square-Version": "2024-10-17"}

@on_trigger
def run(event):
    since = (datetime.now(timezone.utc) - timedelta(days=7)).strftime("%Y-%m-%dT%H:%M:%SZ")
    customers, cursor = [], None
    while True:
        body = http.post(f"{API}/customers/search", headers=square_headers(), json={
            "limit": 100, **({"cursor": cursor} if cursor else {}),
            "query": {"filter": {"created_at": {"start_at": since}}}}).json()
        customers += body.get("customers", [])
        cursor = body.get("cursor")
        if not cursor:
            break
    lines = [f"- {c.get('given_name', '')} {c.get('family_name', '')} <{c.get('email_address', 'no email')}>"
             for c in customers]
    notify.email_me(f"{len(customers)} new Square customers this week", "\n".join(lines) or "No new customers.")
    return {"new": len(customers)}

FAQ

Common questions

Does the list include customers without an email address?

Customers without an email appear with whatever details Square holds, such as name or phone number. If you only want people with an email, a filter can leave out the others. You can choose whichever suits your outreach.

Are customers added by import included?

If you import customers into Square, they receive a created date at the time of import, so a large import will appear as a large group of new customers in that week's email. Mention imports to your assistant so they can be handled separately.

Can the digest be sent to my team as well?

Yes. Add as many recipients as you like, such as a manager who plans promotions. Since the list contains personal details, send it only to people who need it and who handle customer data properly.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

On a schedule