Prepare wallet context for investor email
See the relevant wallet picture before the conversation moves forward.
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
Investor and finance emails can require immediate context that is scattered across tools.
- Prepare replies with current context
- Reduce finance email delays
- Keep sensitive review internal
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coinbase once in Notis.
- 2Create an automation for investor or finance email context.
- 3Tell Notis to list Coinbase wallets when a new Outlook message comes from an investor or finance contact and create an internal summary.
- 4Pick New Outlook Message as the trigger and choose a private report channel.
- 5Test with one representative email.
Questions about this workflow
Will the wallet report be sent to the email sender?
No. Choose an internal Notis report channel for the run output.
Can it identify investor emails automatically?
Give Notis clear instructions about sender domains, names, or message language to use.
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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