문의를 보내주셔서 감사합니다! 팀원이 곧 연락드리겠습니다.
예약을 보내주셔서 감사합니다! 저희 팀 멤버 중 한 분이 곧 연락드리겠습니다.
코스 개요
1. Diagnosis and Foundations of Integration
-
Digital Ecosystems and Operational Automation
- Benefits and architecture of integrated systems
- Types of integrations: native, via connectors, and API
- Common tools: Zapier, Make, API Connector, Power Automate
-
Internal Process Mapping
- Identification of current workflows and areas for improvement
- Definition of objectives and efficiency metrics
- Documentation of “as is” flows and “to be” design
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Integrations between Trello and Google Workspace
-
Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automatic reporting and file uploading
- Drive integration and version control
-
Trello + Gmail and Calendar
- Automatic sending of reminders and notifications
- Synchronization of delivery dates and tasks
- Applied 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 control and reconciliation with Sheets
-
QuickBooks + Trello
- Linking projects with cost centers and financial monitoring
- Automatic task status updates according to budget progress
-
Introduction to WhatsApp Business API / Twilio / WATI
- Basic concepts and integration options
- Use cases: task notifications, billing reminders, customer follow-up
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
- Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp
4. Security, Control, and Deployment
-
Security and Access Control
- Secure authentication (OAuth, tokens)
- Roles, permissions, and data protection
-
Monitoring and Maintenance
- Monitoring active flows
- Error and alert management
- Scalability of integrations
-
Documentation and Continuous Improvement
- Integration registry and best practices
- Impact assessment (efficiency KPIs)
- Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp
요건
- Basic knowledge of Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leaders and professionals responsible for innovation or digital transformation
20 시간
회원 평가 (4)
강사 경험과 내용을 전달하는 방식
Roggli Marc - Bechtle Schweiz AG
코스 - FinOps
기계 번역됨
개인화된 서비스와 내 필요에 맞춘 서비스
ANN - New Vitality Clinic
코스 - GnuCash for Business Accounting
기계 번역됨
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
코스 - Financial Markets
I was benefit from the interesting and clear ideas and suggestions.
