Make quarterly crypto reviews easier to start
Get the budget context and wallet names ready before your quarterly crypto review, so you can spend more of the session on decisions.
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
Review meetings or solo planning sessions lose time when basic account context has to be gathered first.
- Arrive at a review with the wallet list ready.
- Spend less time gathering background information.
- Use YNAB budget context as a starting point for discussion.
Setup
Build it in a few focused steps.
- 1Connect YNAB and Coinbase to Notis once through the portal.
- 2Create a quarterly automation that summarizes my YNAB budget context and lists my Coinbase wallets ahead of my crypto review.
- 3Set the trigger to run before your review and choose a channel for run reports.
- 4Test one run and confirm the timing gives you enough time to read it.
Questions about this workflow
Does the automation provide investment advice?
No. It prepares budget context and a wallet list for your own review.
Can it run before a meeting?
Yes. Pick a recurring trigger timed ahead of your regular review.
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.