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Course Outline
1. Diagnosing Integration Needs and Foundations
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Digital Ecosystems and Operational Automation
- Advantages and architecture of unified systems.
- Integration types: native connections, connectors, and APIs.
- Overview of common tools: Zapier, Make, API Connector, Power Automate.
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Internal Process Mapping
- Identifying current workflows and pinpointing areas for improvement.
- Defining clear objectives and efficiency metrics.
- Documenting existing (“as is”) flows and designing future (“to be”) states.
- Practical Example: Basic Gmail automation linked to Trello (converting incoming emails into tasks).
2. Connecting Trello with Google Workspace
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Trello + Google Sheets and Drive
- Linking Trello boards with control sheets.
- Automating reporting and file uploads.
- Drive integration and managing version control.
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Trello + Gmail and Calendar
- Automating the sending of reminders and notifications.
- Synchronizing deadlines and task status.
- Applied Case Study: Collaborative project management in Trello supported by automated Google Sheets dashboards.
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automating the export of financial reports.
- Managing budget control and reconciliation with Sheets.
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QuickBooks + Trello
- Associating projects with cost centers and financial monitoring.
- Auto-updating task status based on budget progress.
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways.
- Use cases: task alerts, billing reminders, and customer follow-ups.
- Practical workflow: Triggering automatic WhatsApp messages from events in Trello or QuickBooks.
- Combined Case Study: A workflow moving from project tracking to accounting records, followed by automatic client notification via WhatsApp.
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens).
- Managing roles, permissions, and data protection.
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Monitoring and Maintenance
- Tracking active integration flows.
- Handling errors and alerts.
- Ensuring the scalability of integrations.
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Documentation and Continuous Improvement
- Maintaining an integration registry and applying best practices.
- Evaluating impact through efficiency KPIs.
- Final Practical Project: Designing a comprehensive integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications.
Requirements
- Familiarity with the basic functionalities of Trello, QuickBooks, and Google Workspace.
- Active access to these platforms for practical sessions.
Target Audience
- Operations managers and coordinators.
- Financial and administrative personnel.
- Project leaders and professionals driving innovation or digital transformation initiatives.
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
