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Course Outline
1. Diagnosing Integration Foundations
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Digital Ecosystems and Operational Automation
- Advantages and architectural considerations of integrated systems
- Categories of integration: native, connector-based, and API-driven
- Common tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying current workflows and opportunities for improvement
- Setting objectives and defining efficiency metrics
- Documenting current (“as is”) flows and designing future (“to be”) states
- Practical Example: Basic Gmail automation → Trello (converting incoming emails into tasks)
2. Integrating Trello with Google Workspace
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Trello + Google Sheets and Drive
- Connecting dashboards to control spreadsheets
- Automating reporting and file uploads
- Drive integration and managing version control
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Trello + Gmail and Calendar
- Automating the dispatch of reminders and notifications
- Synchronizing task details with calendar deadlines
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget tracking and reconciliation via Sheets
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QuickBooks + Trello
- Linking projects to cost centers for financial oversight
- Automating task status updates based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, customer follow-ups
- Practical workflows: “Triggering automatic WhatsApp messages from Trello or QuickBooks events.”
- Combined Case Study: From project updates to accounting records to automatic client notifications via WhatsApp
4. Security, Control, and Deployment
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Security and Access Control
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
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Monitoring and Maintenance
- Tracking active integration flows
- Handling errors and managing alerts
- Ensuring the scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and applying best practices
- Evaluating impact through efficiency KPIs
- Final Practical Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Foundational knowledge of Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leaders and professionals responsible for innovation or digital transformation
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
