Prepare a month end Coinbase portfolio review
Bring the selected balances and activity you care about into one month end Airtable record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a record
Why this helps
Month end reviews take longer when figures must be gathered from several wallet screens and transaction lists.
- Gather selected balances and activity for a monthly review.
- Keep period summaries in a consistent Airtable location.
- Make it easier to compare completed periods when records exist.
Setup
Build it in a few focused steps.
- 1Connect Coinbase and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the month end portfolio review.
- 3Tell Notis which wallets, assets, transaction period, and summary totals to include in one Airtable record.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can I compare the summary with earlier months?
Yes, if earlier summaries are stored in Airtable and the same assets and calculation rules are used.
Will the workflow calculate taxes?
No. It can organize the Coinbase information you request, but tax treatment requires your own rules and review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coinbase to Airtable. A trigger fires from one place; an action lands in another.
Coinbase triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a base with tables and fields.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Adds a comment to a record.
Create Field
Creates a new field in a table.
Create multiple records
Creates multiple records in a table.
Create a record (Deprecated)
Creates a record in a table; this action is deprecated.
Create table
Creates a new table in a base.
Create records
Create up to 10 records in a table.
Delete Comment
Deletes a comment from a record.
Connect any two apps with Notis in the middle.
Coinbase and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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