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Duration 20 hours
Course Outline
1. Integration Assessment and Core Foundations
- Digital Ecosystems and Operational Automation
- Advantages and architecture of interconnected systems
- Integration types: native, connector-based, and API-driven
- Essential tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement
- Setting clear goals and efficiency benchmarks
- Documenting current “as is” flows and designing future “to be” states
- Practical Demonstration: Automating basic Gmail tasks to Trello (email receipt to task creation)
2. Linking Trello with Google Workspace
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file synchronization
- Drive integration with version control capabilities
- Trello + Gmail and Calendar
- Automated reminders and notifications
- Syncing deadlines and task updates
- Case Study: Managing collaborative projects in Trello with automated Google Sheets dashboards
3. QuickBooks Integrations and Automated Communications
- QuickBooks + Google Workspace
- Automated financial report exports
- Budget monitoring and reconciliation with Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial tracking
- Automatic task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Applications: task alerts, billing reminders, and customer follow-ups
- Practical Flow: Triggering automatic WhatsApp messages from Trello or QuickBooks events.
- Integrated Case Study: Connecting project updates, accounting records, and automatic client notifications via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection standards
- Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and alerts effectively
- Ensuring integration scalability
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Capstone Project: Designing a comprehensive workflow integrating Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical exercises
Target Audience
- Operations coordinators and management teams
- Administrative and finance personnel
- 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
