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Course Outline
1. Assessment and Integration Foundations
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Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Integration methods: native features, connectors, and APIs
- Commonly used tools: Zapier, Make, API Connector, and Power Automate
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Mapping Internal Processes
- Identifying current workflows and opportunities for enhancement
- Setting objectives and defining efficiency metrics
- Documenting existing (“as is”) flows and designing future (“to be”) states
- Practical Example: Basic Gmail automation to Trello (converting incoming emails into tasks)
2. Connecting Trello and Google Workspace
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Trello + Google Sheets and Drive
- Synchronizing dashboards with control sheets
- Automating report generation and file uploads
- Drive integration strategies and version management
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Trello + Gmail and Calendar
- Automatic dispatch of reminders and notifications
- Aligning deadlines with task schedules
- Applied Case Study: Collaborative project management in Trello featuring automated Google Sheets dashboards
3. QuickBooks Integrations and Automated Communications
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QuickBooks + Google Workspace
- Automated export of financial reports
- Budget tracking and reconciliation using Sheets
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QuickBooks + Trello
- Associating projects with cost centers and financial monitoring
- Triggering task status updates based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflows: “Event in Trello or QuickBooks triggers automatic WhatsApp message.”
- Combined Case Study: Linking projects to accounting records and sending automatic client notifications via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection measures
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Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and alerts
- Ensuring the scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments (efficiency KPIs)
- Final Practical Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Foundational understanding of Trello, QuickBooks, and Google Workspace
- Active access to these platforms to facilitate practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial team members
- Project leaders and professionals involved in innovation or digital transformation
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
