Review Coinbase wallets alongside a new treasury plan
Create a treasury plan in Drive and get a Coinbase wallet inventory to review in the same workflow.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Treasury plans and wallet details live in separate places, making it easy to miss a useful review step.
- Bring the Coinbase wallet list into a treasury planning review.
- Reduce the effort of switching between Drive and Coinbase.
- Surface wallet details beside the plan for a human to assess.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Coinbase once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to summarize the Coinbase wallet list alongside a newly created treasury plan, noting that the list alone does not show balances or activity.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real treasury plan file.
Questions about this workflow
Does this workflow verify the plan's balances?
No. The available Coinbase action retrieves wallets. It does not provide balances or transaction activity.
Can the workflow decide which wallets to use?
Not from the wallet list alone. Ask Notis to summarize the available wallets for your review, and provide any selection criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Coinbase. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
File Created
Triggers when a new file is created in Google Drive.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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