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Course Outline
1. Integration Assessment and Foundational Concepts
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Digital Ecosystems and Operational Automation
- Advantages and architectural principles of integrated systems
- Integration methodologies: native, connector-based, and API-driven
- Key tools: Zapier, Make, API Connector, and Power Automate
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Mapping Internal Processes
- Identifying existing workflows and opportunities for enhancement
- Defining objectives and efficiency metrics
- Documenting current "as is" flows and designing "to be" processes
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Trello and Google Workspace Integration
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Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automating reporting and file uploads
- Drive integration and version management
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Trello + Gmail and Calendar
- Automating reminders and notifications
- Syncing delivery dates with task updates
- 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 + Google Workspace
- Automating financial report exports
- Budget tracking and reconciliation via Sheets
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QuickBooks + Trello
- Linking projects to cost centers for financial monitoring
- Automatic task status updates based on budget progress
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Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
- Combined Case Study: Project → accounting record → automatic client notification via WhatsApp
4. Security, Governance, and Deployment
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Security and Access Control
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
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Monitoring and Maintenance
- Tracking active integration flows
- Error handling and alert management
- Ensuring scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments using efficiency KPIs
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Fundamental proficiency with Trello, QuickBooks, and Google Workspace
- Active access to these platforms for hands-on exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and professionals driving innovation or digital transformation
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
