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Duration 20 hours
Course Outline
1. Integration Assessment and Foundational Concepts
- Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Integration methodologies: native connections, connector-based, and API
- Standard automation tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing improvement opportunities
- Setting clear objectives and defining efficiency metrics
- Documenting current "as is" processes and designing future "to be" states
- Practical Demo: Basic Gmail automation → Trello (auto-creation of tasks from incoming emails)
2. Synergies between Trello and Google Workspace
- Trello + Google Sheets and Drive
- Connecting Trello dashboards to control sheets
- Automated reporting and file transfer
- Drive integration and document version management
- Trello + Gmail and Calendar
- Automated reminders and notification dispatch
- Synchronizing deadlines and task schedules
- Applied Scenario: Collaborative project management in Trello featuring automated Google Sheets dashboards
3. QuickBooks Integration and Automated Communications
- QuickBooks + Google Workspace
- Automated export of financial statements
- Budget tracking and reconciliation using Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial oversight
- Automatic task status updates based on budget expenditure
- Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Applications: task alerts, invoice reminders, and customer follow-ups
- Real-world workflow: "Trigger in Trello or QuickBooks → automated WhatsApp message"
- Integrated Case Study: Project initiation → accounting entry → automated client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, API tokens)
- Role-based permissions and data safeguarding
- Monitoring and Upkeep
- Tracking active automation flows
- Handling errors and managing alerts
- Ensuring integration scalability
- Documentation and Continuous Optimization
- Maintaining an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Capstone Project: Designing a comprehensive workflow combining Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with fundamental features of Trello, QuickBooks, and Google Workspace
- Valid access credentials to these platforms for practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance team members
- Project leaders and professionals leading innovation or digital transformation initiatives
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
