Square, asked in plain words.
What sold today, which invoices are open, how much stock is left: Cedric answers from Square and asks before he moves money or changes the catalog.
100K credits ($50) on sign up. No card needed.
- Square knows what sold, where, and to whom, and someone still has to go and look it up.
- Ask in plain words: sales by location this week, refunds issued, invoices still open, what is low on stock.
- Cedric edits catalog items and prices, records stock adjustments and counts, and adds or updates customers, each proposed first.
- Invoices go out and refunds get issued from the thread, with the amount and the customer named before you say yes.
- Money-moving actions always wait for your approval, and Square's per-account request limits apply.
What can a Square AI agent do?
Most of what a team wants from Square is a number: what sold today, at which location, how many refunds, what the payout will be. A Square AI agent answers those from the conversation. Cedric looks up payments, orders and refunds across a date range or a location and summarizes them, reviews payout and settlement summaries, and lists the locations and team members on the account. That is the start of a data analyst that works from the till.
The other half is keeping the catalog and the directory true. Cedric browses and edits items: names, descriptions, prices, variations, categories. He checks stock levels at each location and records inventory adjustments or physical counts. In the customer directory he adds contacts, updates their details and groups them. Each change is a proposal first, so a price fix or a stock count comes back for a look before it lands.
Money is the part that needs the most care. Cedric can create and send invoices and check whether they have been paid, issue refunds on past payments, and review a payment's status and the card details on file. Where your account has them enabled, he can also manage appointment bookings, gift cards and loyalty balances. Every action that moves money is confirmed before it runs.
Closing time
Today's sales, and the price that was wrong.
Aisha Okafor9:14 AM
@Cedric how did the two shops do today? And the oat latte is still ringing up at 4.50 at Riverside, it should be 4.80 like Main Street.
CedricAPP9:15 AM
Main Street: 212 payments, USD 3,940, two refunds (USD 18). Riverside: 148 payments, USD 2,610, no refunds. The oat latte at Riverside is priced at USD 4.50 on all three sizes; Main Street has 4.80, 5.20 and 5.60. Proposed: set the three Riverside variations to match Main Street. No other item changes.
Looked up
Payments, orders and refunds by date range or location, plus payouts, settlements and who is on the team.
Updated
Catalog items, prices and variations, stock adjustments and counts, customer details: proposed first, saved on your yes.
Sent
An invoice to a customer, then a check on whether it has been paid, and a refund on a past payment when one is due.
Connect Square in a minute
No setup project, no workflow builder, no field mapping. The flow is the same for every tool Cedric connects to.
- 01
Install Cedric where your team talks
One click. He joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect Square from the dashboard
Open the Integrations page, pick Square and sign in on its own sign-in screen. Cedric never sees or stores your password, and you can revoke the connection in one click at any time.
Pick Read-only when you connect if you only want him reading. You can switch it later.
- 03
Ask in plain words
Back in the channel, try it: "what did we sell today, by location?" You describe the outcome; Cedric picks the Square actions the ask needs. There is nothing to configure.
Connect for the whole workspace so the team shares it, or keep the connection personal. Two accounts are fine too; each gets a short name.
- 04
Let it become routine
Schedule the recurring version of the ask, and let Cedric fold Square into bigger jobs that cross your other tools. Anything that would leave your workspace still comes back as a preview to approve first.
Better in company
The daily sales number wants to live somewhere, usually Google Sheets. Ask Cedric for today's Square totals by location and the row can be added in the same ask. When the shop takes online payments through Stripe as well, one question about the week's revenue can cover both.
An unpaid Square invoice and the customer's email thread in Gmail belong to the same conversation. Cedric can find the open invoice, read the thread, and draft the nudge, which is invoice follow-up without a spreadsheet of who owes what.
Worth knowing
Square comes from Cedric's catalog of 3,200+ apps. He works from what the Square connection can read and do, the same list its card shows in your dashboard.
Money moves only after a yes. Taking a payment, issuing a refund or sending an invoice is proposed with the amount and the customer, and nothing runs until you confirm.
Square's own limits apply. Requests are rate limited per account, and bookings, gift cards and loyalty are reachable only where your account has those features enabled.
The Square connection sets the scope. Cedric sees what it grants. Access is logged, and you can revoke it from the dashboard at any time.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a person to approve.
FAQ
Yes. Square is one of the 3,200+ apps in Cedric's catalog. Connect it once from the dashboard, on Square's own sign-in screen, and ask in plain words. Cedric picks the actions an ask needs from what the connection can read and do, with no fields to map.
No. Square's dashboard and reports stay where they are. Cedric answers the questions you would otherwise open them for, in the thread, and can carry the answer into what you ask next, a price fix or an invoice, without switching apps.
Yes, per location. He reads the current count, then proposes an adjustment or a physical count for the items you name. The change lands in Square only after you approve it, so a typo does not become an inventory problem.
Connect it for the whole workspace and everyone shares it, with one person authorising once. A connection you would rather not share, a personal inbox for instance, can stay personal to you.
Yes. Pick Read-only when you connect, or switch it later on the Integrations page. With write access, anything that changes or sends still waits for an approval.
Every workspace starts with 100,000 free credits (worth $50) on sign-up, no card. Plans start at $19 a month for the whole team, no seats. Each task uses credits in proportion to the work. See pricing.
Works well with Square
XeroInvoices, bills, payments and reports handled from the thread, every entry on your yes.
ShopifyOrders, stock, customers and discounts looked up and updated from the thread, on your yes.
WooCommerceOrders, products, coupons and stock reports handled from the thread, on your yes.
QuickBooksInvoices, payments, bills and the P&L handled from the thread, every entry on your yes.
PayPalInvoices, refunds, subscriptions and payouts, checked and proposed from the thread, on your yes.
HubSpotLooks up contacts, companies and deals, keeps them current, reports on the pipeline.
Connect Square in a minute.
Ask what sold today by location, then let him catch the price that does not match.
100K credits ($50) on sign up. No card needed.