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Course Outline
1. Diagnosing and Establishing Integration Foundations
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Digital Ecosystems and Operational Automation
- Advantages and architectural components of integrated systems
- Integration categories: native, connector-based, and API-driven
- Standard tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying existing workflows and potential areas for improvement
- Setting clear objectives and efficiency metrics
- Documenting current "as is" flows and designing "to be" states
- Practical Demonstration: Basic Gmail automation → Trello (converting incoming emails into tasks)
2. Connecting Trello and Google Workspace
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Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automated reporting and file uploads
- Drive integration and version management
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Trello + Gmail and Calendar
- Automated dispatch of reminders and notifications
- Synchronizing deadlines and task schedules
- Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation with Sheets
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QuickBooks + Trello
- Connecting 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
- Core concepts and integration possibilities
- Application scenarios: task alerts, billing reminders, and client follow-ups
- Practical workflow: "Event in Trello or QuickBooks → automatic message via WhatsApp."
- Integrated Case Study: Project → accounting entry → automated client notification via WhatsApp
4. Security, Governance, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection strategies
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Monitoring and Maintenance
- Supervising active integration flows
- Managing errors and alerts
- Ensuring 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 workflow integrating Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Foundational familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial team members
- 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
