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Duration 20 hours
Course Outline
1. Assessment and Integration Foundations
- Digital Ecosystems and Operational Automation
- Advantages and architectural considerations of integrated systems
- Categorization of integrations: native, connector-based, and API-driven
- Standard tools: Zapier, Make, API Connector, Power Automate
- Internal Process Mapping
- Identifying existing workflows and pinpointing opportunities for enhancement
- Setting clear objectives and defining efficiency metrics
- Documenting current "as is" processes and designing future "to be" states
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Bridging Trello and Google Workspace
- Trello + Google Sheets and Drive
- Connecting dashboards to control spreadsheets
- Automated reporting and file uploads
- Drive integration and version management
- Trello + Gmail and Calendar
- Automated delivery of reminders and notifications
- Synchronization of deadlines and task lists
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation with Sheets
- QuickBooks + Trello
- Linking projects to cost centers for financial monitoring
- Automated task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Application scenarios: task alerts, billing reminders, and customer follow-ups
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
- Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp
4. Security, Oversight, and Deployment
- Security and Access Control
- Secure authentication methods (OAuth, tokens)
- Role management, permissions, and data protection
- Monitoring and Maintenance
- Ongoing monitoring of active flows
- Handling errors and managing alerts
- Ensuring integration scalability
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing an integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace is required.
- Access to these platforms must be available for practical exercises.
Target Audience
- Operations coordinators and managers.
- Administrative and financial personnel.
- Project leaders and professionals driving innovation or digital transformation.
Testimonials (3)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
The final day which is the Machine Learning Topic
