Run a crypto close check from Todoist
Keep period close moving with a wallet snapshot triggered from the checklist you already use.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
End-of-period reviews become stressful when wallet checks are remembered late or handled inconsistently.
- Add wallet visibility to an existing close checklist
- Standardize the close review prompt
- Get a focused report at the moment the task is created
Setup
Build it in a few focused steps.
- 1Connect Todoist and Coinbase once in Notis.
- 2Create an automation under Automations, New Automation with a name and prompt.
- 3Tell Notis to list Coinbase wallets and summarize them for the new crypto close task.
- 4Pick Todoist New Task Created, then choose the run report channel.
- 5Test by creating a close checklist task in Todoist.
Questions about this workflow
Is this limited to monthly close?
No. Use it for any close or reconciliation task you create in Todoist.
Does it reconcile transactions?
No. The available action lists wallets only, so transaction data is not included.
Can I include a reporting period?
Yes. Add the period and any comparison context to the Todoist task or automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Coinbase. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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