Add Coinbase wallet context to investment meeting notes
Keep investment conversations and wallet context together after every call.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Investment plans are discussed in one place, while the wallet context needed to assess them is elsewhere.
- Spot investment decisions quickly
- Attach current wallet context to the discussion
- Give stakeholders one concise review artifact
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Coinbase in the Notis portal once.
- 2Create a new automation for investment meeting context.
- 3In one instruction, ask Notis to identify investment plans, open questions, and relevant wallet context from the transcript and wallet list.
- 4Select the Fireflies Transcription Complete trigger and a report channel.
- 5Run a test with one completed investment call.
Questions about this workflow
Can it decide whether an investment is good?
No. It can organize transcript evidence and wallet data, but the investment decision remains yours.
What does Coinbase provide here?
The workflow uses the List Wallets action to retrieve available wallets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Coinbase. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Connect any two apps with Notis in the middle.
Fireflies and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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