Make weekly treasury review automatic
Have a review-ready wallet summary waiting before your weekly planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Weekly treasury reviews become inconsistent when someone must remember to gather wallet information first.
- Create a dependable review rhythm
- Reduce preparation time
- Give collaborators a shared starting point
Setup
Build it in a few focused steps.
- 1Connect Coinbase in the Notis portal once.
- 2Create a weekly treasury review automation.
- 3Describe the wallet summary and decision prompts you want Notis to prepare.
- 4Pick a recurring Notis schedule as the trigger.
- 5Select the report channel and test with one real weekly run.
Questions about this workflow
Can the report be sent before a team meeting?
Yes, schedule the cron trigger ahead of the meeting time.
Does this move or send funds?
No. The configured action only lists wallets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Coinbase. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Connect any two apps with Notis in the middle.
Google Slides and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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