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Course Outline
1. Integration Diagnosis and Foundations
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Digital Ecosystems and Operational Automation
- Advantages and architecture of unified systems
- Integration types: native, connector-based, and API-driven
- Commonly used tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying current workflows and pinpointing areas for optimization
- Setting clear objectives and efficiency metrics
- Documenting current ('as is') flows and designing future ('to be') states
- Practical Example: Basic Gmail automation to Trello (incoming email triggering task creation)
2. Trello and Google Workspace Integrations
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Trello with Google Sheets and Drive
- Connecting dashboards to control spreadsheets
- Automating report generation and file uploads
- Drive synchronization and version management
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Trello with Gmail and Calendar
- Automated dispatch of reminders and notifications
- Syncing delivery deadlines with task statuses
- Applied Case Study: Collaborative project management in Trello supported by automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks with Google Workspace
- Automatic export of financial reports
- Budget tracking and reconciliation via Sheets
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QuickBooks with Trello
- Linking projects to cost centers for financial monitoring
- Automatic 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 client follow-ups
- Practical workflows: 'Trigger event in Trello or QuickBooks \u2192 send automatic message via WhatsApp'
- Combined Case Study: Project update \u2192 accounting entry \u2192 automatic client notification via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Role definitions, permissions, and data safeguards
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Monitoring and Maintenance
- Oversight of active integration flows
- Handling errors and managing alerts
- Scaling integration capabilities
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Foundational understanding of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical application
Target Audience
- Operations coordinators and managers
- Administrative and financial teams
- Project leads and professionals driving innovation or digital transformation initiatives
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
