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Duration 20 hours
Course Outline
1. Integration Fundamentals and Diagnostic Assessment
- Digital Ecosystems and Operational Automation
- Advantages and architecture of integrated systems
- Integration types: native, connector-based, and API-driven
- Commonly used tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying current workflows and pinpointing areas for improvement
- Setting objectives and defining efficiency metrics
- Documenting "as is" flows and designing "to be" states
- Practical Example: Automating basic Gmail actions to create tasks in Trello (incoming email to task creation)
2. Connecting Trello and Google Workspace
- Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automating reporting and file uploads
- Drive integration with version control
- Trello + Gmail and Calendar
- Automated reminders and notifications
- Synchronizing delivery dates with tasks
- Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget monitoring and reconciliation with Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial oversight
- Automating task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: Triggers in Trello or QuickBooks sending automatic WhatsApp messages
- Integrated Case Study: Workflow from project execution to accounting records and automated WhatsApp notifications to clients
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
- Monitoring and Maintenance
- Tracking active flows
- Managing errors and alerts
- Ensuring the scalability of integrations
- Documentation and Continuous Improvement
- Creating an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing a comprehensive workflow integrating Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical sessions
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leads 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
