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Course Outline

1. Assessment and Integration Fundamentals

  • 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
  • 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

  • Trello combined with Google Sheets and Drive
    • Linking dashboards to control sheets
    • Automated reporting and file uploads
    • Drive integration with version control
  • 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

  • QuickBooks combined with Google Workspace
    • Automatic export of financial reports
    • Budget management and reconciliation using Sheets
  • QuickBooks combined with Trello
    • Associating projects with cost centers for financial monitoring
    • Automatic task status updates based on budget progress
  • 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

  • Security and Access Management
    • Secure authentication methods (OAuth, tokens)
    • Managing roles, permissions, and data protection
  • Monitoring and Maintenance
    • Tracking active flows
    • Handling errors and alerts
    • Ensuring the scalability of integrations
  • 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

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