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Duration 20 hours
Course Outline
1. Diagnostic Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architectural considerations for integrated systems
- Integration methods: native connections, connector-based, and API
- Commonly used tools: Zapier, Make, API Connector, and Power Automate
- Mapping Internal Processes
- Identifying current workflows and pinpointing areas for optimization
- Setting clear objectives and efficiency metrics
- Documenting current "as is" processes and designing future "to be" states
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Trello and Google Workspace Integration
- Trello + Google Sheets and Drive
- Connecting dashboards to control spreadsheets
- Automating reporting and file uploads
- Drive integration with version control features
- Trello + Gmail and Calendar
- Automated dispatch of reminders and notifications
- Synchronizing deadlines and task assignments
- Applied Case Study: Managing collaborative projects in Trello with automated Google Sheets dashboards
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automated generation and export of financial reports
- Budget tracking and reconciliation via Sheets
- QuickBooks + Trello
- Linking projects to cost centers for financial oversight
- Automatic task status updates reflecting budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, and client follow-ups
- Practical workflow: "Trigger in Trello or QuickBooks → automatic WhatsApp message."
- Combined Case Study: Project update → accounting entry → automated client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection measures
- Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and alerts
- Ensuring scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Conducting impact assessments using efficiency KPIs
- Final Practical Project: Designing an integrated workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with the core features of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for hands-on exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and professionals focused on 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
