Prepare your weekly wallet planning review
Enter planning sessions with current wallet information already in hand.
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
Weekly planning loses momentum when financial context must be gathered manually.
- Shorten weekly planning setup
- Keep treasury context current
- Create a repeatable review artifact
Setup
Build it in a few focused steps.
- 1Connect Coinbase once in Notis.
- 2Create an automation for weekly wallet planning.
- 3Tell Notis to list Coinbase wallets and organize the result into a concise weekly planning summary.
- 4Pick a Notis cron schedule and choose a report channel.
- 5Test with one real scheduled run.
Questions about this workflow
Does it calculate a weekly trend?
Only if a prior baseline is supplied or stored elsewhere; the Coinbase action itself lists current wallets.
Can the report include Outlook planning context?
Yes, if you include that context in the automation prompt or use an Outlook-triggered workflow.
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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