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Course Outline
1. Assessment and Integration Basics
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Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Integration methods: native features, connectors, and API usage
- Common utilities: Zapier, Make, API Connector, Power Automate
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Internal Process Mapping
- Pinpointing existing workflows and identifying areas for enhancement
- Setting goals and defining efficiency metrics
- Recording “current state” flows and designing “future state” solutions
- Practical Example: Basic Gmail automation to Trello (incoming email triggers task creation)
2. Integrating Trello with Google Workspace
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Trello combined with Google Sheets and Drive
- Connecting dashboards to control spreadsheets
- Automated reporting and file uploads
- Drive integration and version management
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Trello linked with Gmail and Calendar
- Automated delivery of reminders and alerts
- Synchronising deadlines and task statuses
- 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 linked with Google Workspace
- Automatic export of financial reports
- Budget monitoring and reconciliation via Sheets
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QuickBooks connected to Trello
- Associating projects with cost centres and financial tracking
- Automatic task status updates based on budget progression
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, and client follow-ups
- Practical workflows: “Event in Trello or QuickBooks triggers automatic WhatsApp message.”
- Combined Case Study: Project update to accounting record to automatic client notification via WhatsApp
4. Security, Governance, and Rollout
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Security and Access Governance
- Secure authentication methods (OAuth, tokens)
- Role definitions, permissions, and data safeguards
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Monitoring and Maintenance
- Oversight of active automation flows
- Managing errors and system alerts
- Scaling integrations for growth
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Documentation and Continuous Improvement
- Maintaining an integration registry and adopting best practices
- Evaluating impact through efficiency KPIs
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Fundamental familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance teams
- Project leaders and specialists leading 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
