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Course Outline
1. Diagnosing Integration Foundations
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Digital Ecosystems and Operational Automation
- Understanding the benefits and architecture of integrated systems
- Differentiating integration types: native, connector-based, and API-driven
- Exploring common tools: Zapier, Make, API Connector, and Power Automate
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Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement
- Defining clear objectives and efficiency metrics
- Documenting current "as is" flows and designing "to be" solutions
- Practical Example: Basic Gmail automation → Trello (converting incoming emails into tasks)
2. Bridging Trello and Google Workspace
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Trello + Google Sheets and Drive
- Connecting Trello dashboards to control sheets
- Automating reporting and file uploads
- Managing Drive integration and version control
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Trello + Gmail and Calendar
- Automated delivery of reminders and notifications
- Synchronizing task status with delivery dates and calendar events
- Applied Case Study: Enhancing collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget oversight and reconciliation using Sheets
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QuickBooks + Trello
- Linking projects to cost centers for financial monitoring
- Automating task status updates based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Key use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflows: "Trigger an event in Trello or QuickBooks → send an automatic message via WhatsApp."
- Combined Case Study: Tracing the flow from Project → accounting record → automatic client notification via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Implementing secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
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Monitoring and Maintenance
- Tracking active integration flows
- Handling errors and managing alerts
- Ensuring the scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing a comprehensive integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace
- Access to these platforms for completing practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leads and professionals driving innovation or digital transformation
20 Hours
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
