Review wallet governance every quarter
Keep wallet ownership and usage standards visible as the business grows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Governance checks are often delayed until a wallet problem becomes urgent.
- Creates a predictable governance cadence
- Checks inventory against your own standards
- Highlights items needing human follow-up
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Coinbase in the Notis portal once.
- 2Create an automation named Quarterly wallet governance review.
- 3Tell Notis to list Coinbase wallets and review them against the governance standards you provide.
- 4Pick a quarterly schedule as the trigger.
- 5Choose where the report goes and test with one real review.
Questions about this workflow
Are governance standards built into Coinbase?
No. Supply the standards or checklist you want Notis to apply.
Can it change wallet permissions?
No. This workflow only lists wallets and reports findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Coinbase. A trigger fires from one place; an action lands in another.
7shifts triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
7shifts and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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