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Duration 20 hours
Course Outline
1. Integration Diagnosis and Foundations
- Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Categorizing 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 areas for optimization
- Setting clear objectives and defining efficiency metrics
- Documenting current ('as is') processes and designing future ('to be') states
- Practical Example: Basic Gmail automation feeding into Trello (converting incoming emails into task creation)
2. Trello and Google Workspace Integrations
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automating reports and file uploads
- Managing Drive integration and version control
- Trello + Gmail and Calendar
- Automating the dispatch of reminders and notifications
- Synchronizing delivery dates and task timelines
- Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automating the export of financial reports
- Controlling budgets and reconciling data with Sheets
- QuickBooks + Trello
- Linking projects to cost centers for financial monitoring
- Updating task statuses automatically based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: 'Trigger an event in Trello or QuickBooks → Send an automatic WhatsApp message.'
- Combined Case Study: Flow from project update → accounting record → automatic client notification via WhatsApp
4. Security, Control, and Deployment
- Security and Access Control
- Implementing secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection standards
- Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and setting up alerts
- Ensuring the scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments using efficiency KPIs
- Final Practical Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with basic functions of Trello, QuickBooks, and Google Workspace
- Active access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leaders and professionals driving innovation or digital transformation
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
