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Course Outline
1. Assessment and Integration Fundamentals
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Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Integration methods: native connections, connectors, and APIs
- Essential tools: Zapier, Make, API Connector, and Power Automate
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Internal Process Mapping
- Identifying current workflows and pinpointing areas for enhancement
- Setting objectives and defining efficiency metrics
- Documenting existing ("as is") flows and designing future ("to be") states
- Practical Application: Basic Gmail automation to Trello (converting incoming emails into tasks)
2. Trello and Google Workspace Integrations
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Trello combined with Google Sheets and Drive
- Linking dashboards to control sheets
- Automated reporting and file uploads
- Drive integration with version control
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Trello combined with Gmail and Calendar
- Automatic dispatch of reminders and notifications
- Synchronizing delivery dates and task status
- 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 combined with Google Workspace
- Automatic export of financial reports
- Budget management and reconciliation using Sheets
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QuickBooks combined with Trello
- Associating projects with cost centers for financial monitoring
- Automatic task status updates based on budget progress
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Introduction to WhatsApp Business API, Twilio, and WATI
- Core concepts and integration possibilities
- Use cases: task notifications, billing reminders, and customer follow-ups
- Practical workflow: Triggering automatic WhatsApp messages from events in Trello or QuickBooks.
- Integrated Case Study: Flowing from project updates to accounting records, then to automatic client notifications via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
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Monitoring and Maintenance
- Tracking active flows
- Handling errors and alerts
- Ensuring the scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Evaluating impact through efficiency KPIs
- Capstone Project: Designing an integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Fundamental understanding of Trello, QuickBooks, and Google Workspace
- Access credentials to these platforms for practical sessions
Target Audience
- Operations coordinators and managers
- Administrative and finance team members
- Project leaders and professionals driving innovation or digital transformation initiatives
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