Create a wallet brief for new finance meetings
Walk into finance meetings with the key wallet context ready.
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 briefs take longer when wallet data must be collected at the last minute.
- Reduce meeting preparation time
- Keep finance discussions grounded
- Create consistent briefs
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coinbase once in Notis.
- 2Create an automation for new finance meeting briefs.
- 3Tell Notis to list Coinbase wallets and write a concise internal brief when a new Outlook event concerns finance, treasury, crypto, or payments.
- 4Pick New Calendar Event as the trigger and choose where reports go.
- 5Test with one real event.
Questions about this workflow
Can it summarize the meeting agenda too?
Yes, if the event details include an agenda and your instruction asks Notis to include it.
Does it update the calendar event?
No. It returns a report through the selected Notis channel.
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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