Prepare wallet context for audit requests
Turn audit requests into a clear internal review step.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Audit requests create urgent context gathering across multiple systems.
- Respond to audit requests faster
- Create a consistent internal checkpoint
- Reduce manual searching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coinbase once in Notis.
- 2Create an automation for audit and compliance email reviews.
- 3Tell Notis to list Coinbase wallets when a new Outlook message requests audit, compliance, or financial records and summarize the result internally.
- 4Pick New Outlook Message as the trigger and choose a restricted report channel.
- 5Test with one representative request.
Questions about this workflow
Does this provide complete audit records?
No. It lists Coinbase wallets only; additional records must come from their relevant sources.
Can it send information to an auditor?
No. Keep the report internal and handle any external disclosure separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Coinbase. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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