Triage new documents with wallet context
New files arrive with a clear next step and the wallet view behind it.
Trigger
New Document Added
Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Incoming documents accumulate because the financial context needed to route them is scattered.
- Speeds up incoming document triage
- Adds wallet context before routing decisions
- Creates a consistent intake record
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Coinbase once in Notis.
- 2Create an automation named New document wallet intake.
- 3Tell Notis to retrieve Coinbase wallets when a Google Doc is added and write an intake summary with suggested follow-up based only on the document and wallet response.
- 4Pick New Document Added as the trigger and choose where run reports should go.
- 5Test it with one newly added document.
Questions about this workflow
Is New Document Added different from New Document Created?
Use the exact trigger that matches your desired Google Docs event; both are available and may represent different source detection paths.
Can it route the document to a person?
It can suggest routing in the report, but no routing action is available in the provided target events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Coinbase. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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