Add a Coinbase wallet check to month end close
Finish the month with wallet context gathered in the same repeatable step.
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
Close routines can miss wallet checks when they rely on scattered reminders and manual lookups.
- Make close steps repeatable
- Reduce missed checks
- Give reviewers a clear starting point
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Coinbase once in the Notis portal if Slack updates are part of close.
- 2Create an automation named Month End Wallet Close Check.
- 3Describe the outcome in one instruction: list Coinbase wallets and produce a concise close review summary.
- 4Pick a Notis cron schedule as the trigger and choose where run reports go.
- 5Test with one month end simulation.
Questions about this workflow
Does this reconcile accounting records?
No. It provides the current wallet list for your close process.
Can I include a prior month baseline?
Yes, provide that baseline in the instruction or report context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Coinbase. A trigger fires from one place; an action lands in another.
Slackbot 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slackbot and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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