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Course Outline
1. Integration Diagnostics and Core Foundations
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Digital Ecosystems and Operational Automation
- Advantages and architecture of integrated systems
- Integration types: native, connector-based, and API-driven
- Key tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying current workflows and opportunities for optimization
- Defining goals and efficiency metrics
- Documenting "as is" processes and designing "to be" solutions
- Practical Example: Basic Gmail automation linked to Trello (converting incoming emails into tasks)
2. Integrating Trello with Google Workspace
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Trello combined with Google Sheets and Drive
- Connecting dashboards to control sheets
- Automating reporting and file uploads
- Drive integration and version management
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Trello combined with Gmail and Calendar
- Automating reminders and notifications
- Synchronizing delivery dates with task lists
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communications
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QuickBooks with Google Workspace
- Automated export of financial reports
- Budget tracking and reconciliation using Sheets
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QuickBooks with Trello
- Linking projects to cost centers for financial monitoring
- Automatic task status updates based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Fundamental concepts and integration pathways
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflows: triggering automatic WhatsApp messages from events in Trello or QuickBooks.
- Combined Case Study: Flow from project management to accounting records, ending with an automatic client notification via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
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Monitoring and Maintenance
- Supervising active automation flows
- Handling errors and alerts
- Ensuring integration scalability
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Documentation and Continuous Improvement
- Maintaining an integration registry and 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 the basic features of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for completing practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance team members
- Project leaders 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
