Give your week a simple budget and wallet reset
A short Monday check-in can make your budget priorities and crypto account list easier to keep in view as the week gets busy.
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
Financial admin often slips when the week starts with too many competing priorities.
- Start with one defined moment for money admin.
- Keep Coinbase wallets visible alongside YNAB budget focus.
- Reduce the friction of deciding where to begin.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create a Monday automation or tell Notis: summarize my YNAB budget focus and list my Coinbase wallets for a quick weekly reset.
- 3Choose the weekly Monday trigger and a channel for run reports.
- 4Test once and make sure the report is brief enough for a Monday check-in.
Questions about this workflow
Can this workflow make a Coinbase transaction?
No. It only retrieves the wallet list.
Can I use a different weekday?
Yes. Set the recurring trigger for the day that suits your routine.
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
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