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AI teammates for Square

Understand daily sales and follow up on payment failures.

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Example task
Square
Your Mate
Your result

The request

Summarize daily sales and flag failed payments

Result and follow-up

Review the work with your Mate.

More work to hand off

  • Identify customers making repeat purchases
  • Prepare invoices for completed orders

Your Company Agent sets up the work.

  1. Company Agent

    Sets up the task and cadence.

  2. Your Mate

    Does the recurring work.

  3. You

    Set the goals. Review the results.

How approvals work

In Safe mode, your teammate can use connected Square tools without asking each time. Payments, refunds, and other financial actions still need your approval.

Connecting Square

Connection
Sign in with your account
Setup
About 10 minutes

Connect Square to your Mate

Choose a task and review the first result.

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