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    Kursplan
1. Diagnosis and Foundations of Integration
- 
        Digital Ecosystems and Operational Automation
        - Benefits and architecture of integrated systems
- Types of integrations: native, via connectors, and API
- Common tools: Zapier, Make, API Connector, Power Automate
 
- 
        Internal Process Mapping
        - Identification of current workflows and areas for improvement
- Definition of objectives and efficiency metrics
- Documentation of “as is” flows and “to be” design
 
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Integrations between Trello and Google Workspace
- 
        Trello + Google Sheets and Drive
        - Linking dashboards to control sheets
- Automatic reporting and file uploading
- Drive integration and version control
 
- 
        Trello + Gmail and Calendar
        - Automatic sending of reminders and notifications
- Synchronization of delivery dates and tasks
 
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- 
        QuickBooks + Google Workspace
        - Automatic export of financial reports
- Budget control and reconciliation with Sheets
 
- 
        QuickBooks + Trello
        - Linking projects with cost centers and financial monitoring
- Automatic task status updates according to budget progress
 
- 
        Introduction to WhatsApp Business API / Twilio / WATI
        - Basic concepts and integration options
- Use cases: task notifications, billing reminders, customer follow-up
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
 
- Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp
4. Security, Control, and Deployment
- 
        Security and Access Control
        - Secure authentication (OAuth, tokens)
- Roles, permissions, and data protection
 
- 
        Monitoring and Maintenance
        - Monitoring active flows
- Error and alert management
- Scalability of integrations
 
- 
        Documentation and Continuous Improvement
        - Integration registry and best practices
- Impact assessment (efficiency KPIs)
 
- Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp
Krav
- Basic knowledge of Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leaders and professionals responsible for innovation or digital transformation
             20 timmar
        
        
Vittnesmål (4)
Erfarenhet hos utbildaren och hans sätt att förmedla innehållet
Roggli Marc - Bechtle Schweiz AG
Kurs - FinOps
Maskintolkat
Personlig service och orienterad efter mina behov
ANN - New Vitality Clinic
Kurs - GnuCash for Business Accounting
Maskintolkat
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
Kurs - Financial Markets
I was benefit from the interesting and clear ideas and suggestions.
 
                     
                    