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Duration 20 hours
Course Outline
1. Diagnostic Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architectural design of integrated systems
- Integration methods: native, connector-based, and API
- Essential tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying existing workflows and opportunities for improvement
- Setting clear objectives and defining efficiency metrics
- Documenting current (“as is”) flows and designing future (“to be”) states
- Practical Application: Basic Gmail automation to Trello (converting incoming emails into tasks)
2. Connecting Trello with Google Workspace
- Trello + Google Sheets and Drive
- Synchronizing dashboards with control sheets
- Automated reporting and file uploads
- Drive integration and version management
- Trello + Gmail and Calendar
- Automated reminders and notifications
- Synchronization of deadlines and task statuses
- Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integration and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reports
- Budget tracking and reconciliation with Sheets
- QuickBooks + Trello
- Linking projects to cost centers for financial oversight
- Automatic task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, invoice reminders, and customer follow-ups
- Practical workflows: “Trello or QuickBooks event triggers automatic WhatsApp message.”
- Combined Case Study: Project workflow to accounting record to automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Role-based permissions and data protection strategies
- Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and system alerts
- Ensuring integration scalability
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Capstone Project: Designing a comprehensive workflow integrating Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Familiarity with the fundamentals of Trello, QuickBooks, and Google Workspace
- Access credentials to these platforms for practical exercises
Target Audience
- Operations coordinators and management teams
- Administrative and finance professionals
- Project leaders and specialists driving innovation or digital transformation
Testimonials (4)
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
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.
