Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 20 hours (2 days)
Course Outline
1. Assessment and Integration Fundamentals
-
Digital Ecosystems and Operational Automation
- Advantages and architectural structure of integrated systems
- Integration methods: native, via connectors, or API
- Standard tools: Zapier, Make, API Connector, Power Automate
-
Mapping Internal Processes
- Identifying existing workflows and areas for enhancement
- Setting objectives and defining efficiency metrics
- Documenting current ('as is') flows and designing future ('to be') states
- Practical Example: Basic Gmail automation leading to Trello (incoming email triggering task creation)
2. Trello and Google Workspace Integration
-
Trello + Google Sheets and Drive
- Connecting dashboards to control spreadsheets
- Automated reporting and file uploads
- Drive integration and managing file versions
-
Trello + Gmail and Calendar
- Automated reminders and notifications
- Synchronizing deadlines and task statuses
- Applied 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 monitoring
- Automatic updates to task status based on budget progress
-
Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Application scenarios: task alerts, billing reminders, and customer follow-ups
- Practical workflow: 'Event in Trello or QuickBooks triggering an automatic WhatsApp message'
- Combined Case Study: Project -> accounting entry -> automatic client notification via WhatsApp
4. Security, Oversight, and Deployment
-
Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection strategies
-
Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and alerts
- Scaling integrations
-
Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing an integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Fundamental understanding of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance personnel
- Project leaders and professionals 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
