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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

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