Prepare a wallet readout before board work
Start board preparation with current wallet information ready.
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
Board preparation becomes stressful when core financial context is gathered at the last minute.
- Reduce board prep friction
- Create a consistent source snapshot
- Improve internal readiness
Setup
Build it in a few focused steps.
- 1Connect Coinbase once in Notis.
- 2Create an automation for pre-board wallet readouts.
- 3Tell Notis to list Coinbase wallets and summarize the information needed for an internal board preparation readout.
- 4Pick a Notis cron schedule before board preparation and choose a private report channel.
- 5Test with one real scheduled run.
Questions about this workflow
Does this create a board presentation?
No. It provides wallet data and a summary for your existing preparation process.
Can it include a prior period comparison?
Only when you supply a prior snapshot or baseline for comparison.
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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