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Duration 20 hours
Course Outline
1. Diagnosis and Integration Foundations
- Digital Ecosystems and Operational Automation
- Benefits and architecture of integrated systems
- Integration types: native, via connectors, and API
- Common tools: Zapier, Make, API Connector, Power Automate
- Internal Process Mapping
- Identifying current workflows and areas for improvement
- Defining objectives and efficiency metrics
- Documenting “as is” flows and designing “to be” processes
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Integrating Trello with Google Workspace
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automating reporting and file uploads
- Managing Drive integration and version control
- Trello + Gmail and Calendar
- Automatic reminders and notifications
- Synchronising 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 to cost centers and financial monitoring
- Automatic task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core 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 client notification via WhatsApp
4. Security, Control, and Deployment
- Security and Access Control
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
- Monitoring and Maintenance
- Tracking active flows
- Managing errors and alerts
- Ensuring scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Conducting impact assessments (efficiency KPIs)
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders 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
