Does DoMyWork actually execute Square tasks?

Yes. Unlike AI copilots that only offer advice, our agents execute the work. You describe the task in plain English, and the agent performs the actions across Square and your other apps.

How is this different from native Square AI features?

Native AI features in Square are limited to the Square ecosystem. DoMyWork agents bridge the gap, allowing you to trigger actions in Gmail, Slack, or Sheets based on your Square data.

Is DoMyWork better than Zapier for Square automation?

Zapier requires you to build logic steps manually. With DoMyWork, you simply describe the outcome, and our agent handles the multi-step execution across Square and your other apps.

Can the agent monitor my Square account 24/7?

Yes. Our autopilot feature acts as an agent on watch. It triggers actions the moment a new Square transaction or customer event occurs, ensuring your business stays updated.

Is my Square data safe with DoMyWork?

Data security is our priority. DoMyWork uses secure, encrypted connections to interact with your Square account and only executes the specific tasks you authorise.

Can I connect Square to multiple apps at once?

Absolutely. Our agents are designed for multi-step intelligence. One instruction can trigger actions across Square, Google Sheets, Slack, and your email simultaneously.

AI Agent for Square

Sync your sales, inventory, and customer data across your business tools automatically. DoMyWork AI agents work with Square and 1,500+ apps to keep your operations running in perfect harmony.

Sync yesterday's Square sales to Google Sheets

Email a discount to customers who spent over $500

Update inventory levels based on today's orders

Create a summary of this week's top-selling items

Flag Square transactions over $1,000 for review

Draft responses to recent negative customer feedback

Agent for

Square

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your Square sales data into clear business actions

Sync transaction records, update inventory, draft customer follow-ups, and generate reports across your apps.

42 sales rows added

Catch up on every sale from last week that needs a follow-up

"Check last week's sales in Square, find customers who haven't been emailed, and draft a thank-you note in Gmail for each one. Post the list to Slack when done."

Send Message

Find out-of-stock items that need immediate ordering

"Analyse my current inventory in Square, identify items with low stock levels, and draft a purchase order email to my supplier."

Send Message

Summarise total revenue for the last month

"Calculate total revenue from Square for the last 30 days and post a summary table to my team Slack channel."

Send Message

Identify top customers for a loyalty reward

"Find customers who spent over $1,000 in Square this year and create a list in Google Sheets for my marketing team."

Send Message

Review recent negative feedback

"Search Square for feedback entries with low ratings, summarise the complaints, and draft a response for each."

Send Message

Got a different task in mind? Describe it

Send Message

Identify the most popular dishes from last weekend

"Pull item sales from Square for Saturday and Sunday, rank the top 10 dishes, and send the list to my kitchen manager via Slack."

Send Message

Check for missing payment records

"Compare Square transactions against my bank statement and flag any discrepancies for my accountant."

Send Message

Draft a weekly menu update email

"Based on my top sellers in Square, draft an email newsletter highlighting our best dishes for the upcoming week."

Send Message

Clean up customer contact list

"Remove duplicate customer entries from my Square database and sync the clean list to Mailchimp."

Send Message

Flag high-value transactions

"Filter Square transactions over $500 and create a highlight report in Google Sheets for my records."

Send Message

Got a different task in mind? Describe it

Send Message

Send invoices for completed appointments

"Check Square for appointments marked as finished today and send a follow-up invoice via QuickBooks."

Send Message

Update client records after a service

"Find the last appointment for each client in Square and update their status in my CRM."

Send Message

Summarise client feedback

"Pull feedback from Square for the last month and create a report on service quality trends."

Send Message

Draft service reminders

"Identify clients who haven't booked in 6 months and draft a reminder email for them."

Send Message

Organise payment history

"Export Square payment data for the last quarter and categorise it by service type in Sheets."

Send Message

Got a different task in mind? Describe it

Send Message

Sync daily transactions to accounting

"Pull all transactions from Square for yesterday and add them to my Xero account."

Send Message

Audit inventory discrepancies

"Compare physical inventory counts in my spreadsheet with Square levels and report differences."

Send Message

Flag suspicious transactions

"Scan Square for multiple failed payment attempts and alert me in Slack."

Send Message

Report on staff performance

"Calculate sales per employee from Square for the week and post a summary to the manager channel."

Send Message

Update product pricing

"Take the price list from my spreadsheet and update the item prices in Square."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Square AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Square AI Agent

🛸 Autopilot

Act on every transaction the moment it happens — with agents on autopilot

The agents work across your apps 24/7.

They catch new payments, update your records, and trigger follow-ups before you even open your dashboard.

Setting up an autopilot is too easy

New transaction is created in Square

Describe...

1. Send a thank you email for every new order

WhenNew transaction is created in Square

Then

Read the customer email, check if it's their first purchase, and send a personalised thank you note via Gmail.

Put on Autopilot

2. Update stock counts instantly

WhenNew transaction is created in Square

Then

Identify the items sold, subtract them from my inventory sheet, and alert me if stock hits a critical low.

Put on Autopilot

3. Log sales to accounting

WhenNew transaction is created in Square

Then

Extract the transaction total and tax, then add a new entry to my QuickBooks account.

Put on Autopilot

4. Flag high-value orders for priority shipping

WhenNew transaction is created in Square

Then

Check if the order value is over $500 and post an urgent alert to the shipping Slack channel.

Put on Autopilot

5. Monthly sales recap

WhenEvery Monday at 09:00 AM

Then

Summarise the previous week's sales from Square and email the report to the owner.

Put on Autopilot

1. Notify kitchen of large orders

WhenNew transaction is created in Square

Then

Check the order size, and if it exceeds 5 items, post a notification to the kitchen Slack channel.

Put on Autopilot

2. Track daily revenue

WhenEvery day at 11:00 PM

Then

Pull the day's total from Square and add it to my revenue tracking sheet.

Put on Autopilot

3. Add new customers to mailing list

WhenNew customer is created in Square

Then

Extract the customer name and email, then add them to my Mailchimp subscriber list.

Put on Autopilot

4. Alert on low inventory

WhenNew transaction is created in Square

Then

Check if any ingredient stock is below the threshold and draft a restock email.

Put on Autopilot

5. Weekly feedback digest

WhenEvery Monday at 08:00 AM

Then

Summarise all feedback from Square and send a report to the management team.

Put on Autopilot

1. Confirm appointments automatically

WhenNew appointment is created in Square

Then

Check the appointment details and send a confirmation email with instructions via Gmail.

Put on Autopilot

2. Send payment reminders

WhenNew invoice is created in Square

Then

If the invoice remains unpaid after 3 days, send a polite reminder email.

Put on Autopilot

3. Log completed services

WhenNew transaction is created in Square

Then

Update the client record in my CRM with the date and service provided.

Put on Autopilot

4. Weekly schedule summary

WhenEvery Monday at 07:00 AM

Then

Pull appointments from Square and post the week's schedule to my calendar.

Put on Autopilot

5. Handle cancellations

WhenNew appointment cancellation is received in Square

Then

Update the client status and send a quick email asking to reschedule.

Put on Autopilot

1. Sync payments to bank feed

WhenNew transaction is created in Square

Then

Format the transaction data and push it to my bank's API for reconciliation.

Put on Autopilot

2. Alert on failed payments

WhenNew transaction is created in Square

Then

If the payment status is 'failed', post an alert to the finance Slack channel.

Put on Autopilot

3. Daily inventory audit

WhenEvery day at 06:00 PM

Then

Compare Square inventory levels with the master sheet and list any mismatches.

Put on Autopilot

4. Staff sales report

WhenEvery Friday at 05:00 PM

Then

Aggregate sales by staff member from Square and email the report to HR.

Put on Autopilot

5. Update price lists

WhenNew item is created in Square

Then

Check if the item exists in the master spreadsheet and update the price accordingly.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Square

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Inventory Restock Playbook

FormCollect data with form

1. Enter Item Details

Enter Item Details

Fill fields below 👇

Item Name *

Quantity *

AI AgentExecute agent from playbook

2. Check Stock

Agent

Check the current stock of {{Item Name}} in Square.

Complete in a clickSend data to 1500+ apps

3. Update Square

Update InventoryinSquare

4. Notify Team

Send MessageinSlack

Inventory Restock Playbook

Quickly restock items based on supplier data.

Clone This Playbook

Customer Feedback Playbook

Process and respond to customer feedback.

Clone This Playbook

Sales Report Playbook

Generate a sales summary for a date range.

Clone This Playbook

New Product Launch Playbook

Add a new product to Square.

Clone This Playbook

Loyalty Campaign Playbook

Create a campaign for top customers.

Clone This Playbook

Menu Update Playbook

Update menu items in Square.

Clone This Playbook

Staff Scheduling Playbook

Assign shifts based on sales.

Clone This Playbook

Ingredient Ordering Playbook

Generate orders from stock levels.

Clone This Playbook

Customer Review Playbook

Respond to reviews.

Clone This Playbook

Revenue Reconciliation Playbook

Reconcile daily cash.

Clone This Playbook

Service Booking Playbook

Handle new bookings.

Clone This Playbook

Client Onboarding Playbook

Onboard new clients.

Clone This Playbook

Invoice Follow-up Playbook

Chase unpaid invoices.

Clone This Playbook

Service Review Playbook

Request client reviews.

Clone This Playbook

Appointment Reschedule Playbook

Manage reschedules.

Clone This Playbook

Transaction Audit Playbook

Audit daily transactions.

Clone This Playbook

Inventory Sync Playbook

Sync inventory across stores.

Clone This Playbook

Staff Performance Playbook

Generate staff reports.

Clone This Playbook

Price Update Playbook

Bulk update prices.

Clone This Playbook

Customer Data Cleanup Playbook

Remove duplicate customers.

Clone This Playbook

1500+ App Integrations

Connect Square + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New transaction is created in Square

Then

Recurring Work on autopilot

Autopilot

Daily Sales Report

Enter report date

Pull Square data

Summarise and email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Square

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Square AI Agent

An AI agent for Square is a tool that connects your Square account to 1,500+ apps. It doesn't just suggest tasks; it executes them, handling data entry, customer follow-ups, and inventory updates automatically.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Square

Turn your Square sales data into clear business actions

Catch up on every sale from last week that needs a follow-up

Find out-of-stock items that need immediate ordering

Summarise total revenue for the last month

Identify top customers for a loyalty reward

Review recent negative feedback

Got a different task in mind? Describe it

Identify the most popular dishes from last weekend

Check for missing payment records

Draft a weekly menu update email

Clean up customer contact list

Flag high-value transactions

Got a different task in mind? Describe it

Send invoices for completed appointments

Update client records after a service

Summarise client feedback

Draft service reminders

Organise payment history

Got a different task in mind? Describe it

Sync daily transactions to accounting

Audit inventory discrepancies

Flag suspicious transactions

Report on staff performance

Update product pricing

Got a different task in mind? Describe it

How Does a Square AI Agent Work

Act on every transaction the moment it happens — with agents on autopilot

1. Send a thank you email for every new order

2. Update stock counts instantly

3. Log sales to accounting

4. Flag high-value orders for priority shipping

5. Monthly sales recap

1. Notify kitchen of large orders

2. Track daily revenue

3. Add new customers to mailing list

4. Alert on low inventory

5. Weekly feedback digest

1. Confirm appointments automatically

2. Send payment reminders

3. Log completed services

4. Weekly schedule summary

5. Handle cancellations

1. Sync payments to bank feed

2. Alert on failed payments

3. Daily inventory audit

4. Staff sales report

5. Update price lists

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Inventory Restock Playbook

Customer Feedback Playbook

Sales Report Playbook

New Product Launch Playbook

Loyalty Campaign Playbook

Menu Update Playbook

Staff Scheduling Playbook

Ingredient Ordering Playbook

Customer Review Playbook

Revenue Reconciliation Playbook

Service Booking Playbook

Client Onboarding Playbook

Invoice Follow-up Playbook

Service Review Playbook

Appointment Reschedule Playbook

Transaction Audit Playbook

Inventory Sync Playbook

Staff Performance Playbook

Price Update Playbook

Customer Data Cleanup Playbook

Connect Square + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Square AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Square AI Agent