Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 20 hours
Course Outline
1. Diagnostic Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architectural considerations of integrated systems
- Categorization of integrations: native, connector-based, and API-driven
- Overview of common tools: Zapier, Make, API Connector, and Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing opportunities for improvement
- Defining clear objectives and key efficiency metrics
- Documenting current ('as is') flows and designing future ('to be') states
- Practical Demonstration: Basic Gmail automation → Trello (converting incoming emails into task creation)
2. Trello and Google Workspace Interoperability
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets for better visibility
- Automating reporting mechanisms and file uploads
- Drive integration strategies and version control management
- Trello + Gmail and Calendar
- Automated delivery of reminders and system notifications
- Ensuring synchronization between delivery dates and task assignments
- Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integration and Automated Communication
- QuickBooks + Google Workspace
- Automated generation and export of financial reports
- Budget oversight and reconciliation via Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial monitoring
- Automatic task status updates linked to budget progression
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and available integration options
- Key use cases: task alerts, billing reminders, and client follow-ups
- Practical workflow: 'Event in Trello or QuickBooks → automatic message via WhatsApp.'
- Combined Case Study: Project completion → accounting entry → automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Governance
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection standards
- Monitoring and Maintenance
- Tracking active automation flows
- Handling errors and managing alerts
- Ensuring scalability of integrated systems
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments using efficiency KPIs
- Final Practical Project: Designing a comprehensive workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with the core features of Trello, QuickBooks, and Google Workspace
- Active access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and management teams
- Administrative and finance personnel
- Project leaders and professionals driving 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
