Make Coinbase month-end review easier to start
Bring returned balances and transaction activity together in a dated draft for your month-end process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates a new email draft.
Why this helps
Month-end reconciliation is harder when balances and transaction history have to be gathered from scratch.
- Gather two useful Coinbase views in one draft.
- Make your review more consistent from month to month.
- Keep reconciliation decisions in your own hands.
Setup
Build it in a few focused steps.
- 1Connect Coinbase and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to check available Coinbase balances and transaction history for the month-end review and draft a dated summary.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and compare the draft with the Coinbase information returned.
Questions about this workflow
Does this replace accounting reconciliation?
No. It collects available Coinbase information in a draft to support your review. Validate amounts and accounting treatment yourself.
Can it compare with accounting records?
Only if you supply the records or a comparison baseline. The listed Coinbase capabilities do not include accounting data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coinbase to Gmail. A trigger fires from one place; an action lands in another.
Coinbase triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds or removes labels on an email message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a new email draft.
Batch delete Gmail messages
Permanently deletes multiple Gmail messages without moving them to the trash; this cannot be undone.
Create label
Creates a new email label.
Batch modify Gmail messages
Adds or removes labels on multiple Gmail messages.
Delete Draft
Permanently deletes an email draft, which cannot be recovered.
Delete message
Permanently deletes an email message.
Create Gmail filter
Creates a Gmail filter to organize incoming messages automatically.
Connect any two apps with Notis in the middle.
Coinbase and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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