Keep quarterly leadership reviews grounded in wallet data
A scheduled wallet snapshot gives leadership a clear operational starting point.
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
Quarterly reviews can rely on stale assumptions when wallet information is gathered inconsistently.
- Support consistent leadership reviews
- Reduce stale assumptions
- Create a repeatable reporting rhythm
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Coinbase once in the Notis portal if leadership reports use Slack.
- 2Create an automation named Quarterly Wallet Visibility Review.
- 3Describe the outcome in one instruction: list Coinbase wallets and prepare a structured quarterly visibility brief.
- 4Pick a Notis cron schedule as the trigger and choose where run reports go.
- 5Test with one scheduled review run.
Questions about this workflow
Can it compare quarterly changes?
Only when prior snapshots or a baseline are supplied in the instruction or report context.
Does it expose wallet credentials?
No. It retrieves wallet information through the Coinbase action.
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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