Finish the week with budget context and wallet visibility
Let Notis gather your YNAB review context and list Coinbase wallets, giving Friday finance admin a clear endpoint.
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
Loose financial follow-ups tend to carry into the next week when there is no regular wrap-up.
- Give weekly finance admin a consistent finish.
- Capture wallet names in a report you can revisit.
- Make next-step planning easier before the weekend.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Ask Notis for a Friday automation that summarizes my YNAB budget context and lists Coinbase wallets for a weekly wrap-up.
- 3Pick a Friday recurring trigger and the channel for run reports.
- 4Test one run and confirm the report makes any follow-up easy to spot.
Questions about this workflow
Will the run report include Coinbase transaction history?
No. The available action retrieves wallets, not transaction history.
Can I keep the report in my preferred channel?
Yes. Choose the channel where Notis should report automation runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ynab to Coinbase. A trigger fires from one place; an action lands in another.
Ynab 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.
Connect any two apps with Notis in the middle.
Ynab and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coinbase.