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Duration 20 hours
Course Outline
1. Diagnostic and Foundational Integration Concepts
- Digital Ecosystems and Operational Automation
- Advantages and architecture of unified systems
- Integration types: native, connector-based, and API-driven
- Common tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying current workflows and opportunities for improvement
- Setting objectives and efficiency metrics
- Documenting "as is" flows and designing "to be" structures
- Practical Demonstration: 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
- Drive integration and version management
- Trello + Gmail and Calendar
- Automated reminders and notifications
- Syncing delivery dates and tasks
- Applied Case Study: Collaborative project management in Trello with automated Google Sheets dashboards
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget tracking and reconciliation via Sheets
- QuickBooks + Trello
- Linking projects to cost centers for financial oversight
- Automatic task status updates based on 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: "Trello or QuickBooks event → automatic WhatsApp message."
- Integrated Case Study: Project → accounting entry → automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Governance
- Secure authentication methods (OAuth, tokens)
- Role definition, permissions, and data protection
- Monitoring and Maintenance
- Tracking active flows
- Managing errors and alerts
- Scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Assessing impact via efficiency KPIs
- Final Practical Project: Designing a unified workflow combining Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms to facilitate practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leads 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