Prepare Coinbase wallet context for new meetings
Add a current wallet snapshot to the meetings that need it.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Meeting preparation often misses the latest financial context because it lives in another app.
- Prepare faster for relevant meetings
- Bring current wallet data into planning
- Avoid last minute app switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coinbase once in Notis.
- 2Create an automation for crypto meeting preparation.
- 3Tell Notis to list Coinbase wallets and summarize them when a new Outlook event concerns crypto, treasury, or payments.
- 4Pick New Calendar Event as the trigger and choose where reports go.
- 5Test with one real meeting event.
Questions about this workflow
Will it run for every calendar event?
Tell Notis to run only when the event title or details clearly indicate crypto, treasury, or payment work.
Can it add the report to the calendar event?
No. The available Coinbase action returns wallet data for a Notis report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinbase.