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Duration 20 hours
Course Outline
1. Assessing Integration Needs and Foundations
- Digital Ecosystems and Operational Automation
- Architectural benefits of integrated systems
- Integration types: native, connector-based, and API-driven
- Key tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying current workflows and opportunities for enhancement
- Setting objectives and efficiency metrics
- Documenting “as-is” flows and designing “to-be” structures
- Practical Demonstration: Basic Gmail automation → Trello (automating task creation from incoming emails)
2. Connecting Trello with Google Workspace
- Trello + Google Sheets and Drive
- Syncing dashboards with control sheets
- Automating reports and file uploads
- Drive integration and version management
- Trello + Gmail and Calendar
- Automated reminders and notifications
- Synchronizing deadlines and task updates
- Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communications
- QuickBooks + Google Workspace
- Automated financial report exports
- Budget tracking and reconciliation with Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial monitoring
- Automatic task status updates based on budget progress
- Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, client follow-ups
- Workflow example: “Event in Trello or QuickBooks → automatic WhatsApp message.”
- Integrated Case Study: Project → accounting record → automated client notification via WhatsApp
4. Security, Oversight, and Implementation
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Role definitions, permissions, and data safeguarding
- Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and alerts
- Ensuring integration scalability
- Documentation and Continuous Optimization
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Capstone Project: Designing an integrated workflow uniting Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with the fundamentals of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical application
Target Audience
- Operations coordinators and management teams
- Administrative and financial personnel
- Project leads and specialists 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
