Gather Coinbase records for your month end review
Bring the Coinbase data you need into a single dated review area before month end.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch update spreadsheet
Why this helps
Month end reviews take longer when balances and transaction details have to be gathered from scratch.
- Collects specified records on a predictable schedule.
- Keeps balance and transaction context together.
- Makes month end preparation easier to repeat.
Setup
Build it in a few focused steps.
- 1Connect Coinbase and Google Sheets in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the month end review pack.
- 3Tell Notis which Coinbase balances and transaction details to collect and to write a dated review pack to your chosen spreadsheet.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the requested data is present.
Questions about this workflow
Can this provide tax or accounting advice?
It can collect and organize returned data. Use your own accounting process to determine how those records should be treated.
Can it fill in missing historical data?
Only data Coinbase returns for the request can be included. Older records not returned need to be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coinbase to Google Sheets. A trigger fires from one place; an action lands in another.
Coinbase triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Existing Spreadsheet
Adds a grid sheet with rows and columns to an existing spreadsheet.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Find rows matching a column value and calculate results from another column.
Append Dimension
Adds empty rows or columns to the end of a sheet.
Batch get spreadsheet
Retrieves data from selected spreadsheet ranges.
Auto-Resize Rows or Columns
Automatically adjusts row heights or column widths to fit their contents.
Batch Update Values by Data Filter
Updates spreadsheet values in ranges that match data filters.
Clear Basic Filter
Removes the basic filter from a sheet.
Batch update spreadsheet (Deprecated)
Connect any two apps with Notis in the middle.
Coinbase and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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