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Duration 20 hours
Course Outline
1. Assessment and Integration Foundations
- Digital Ecosystems and Operational Automation
- Architectural benefits of integrated systems
- Categorising integrations: native, connector-based, and API
- Standard tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for improvement
- Defining objectives and efficiency metrics
- Documenting 'as-is' flows and designing 'to-be' structures
- Practical Example: Basic Gmail automation \u2192 Trello (incoming email \u2192 task creation)
2. Integrating Trello with Google Workspace
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file uploads
- Drive integration and version management
- Trello + Gmail and Calendar
- Automated reminders and notifications
- Synchronising delivery dates and tasks
- Applied Case Study: Collaborative project management in Trello featuring automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reports
- Budget control and reconciliation using Sheets
- QuickBooks + Trello
- Linking projects to cost centres and financial monitoring
- Automatic task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, customer follow-ups
- Practical workflows: 'Event in Trello or QuickBooks \u2192 automatic WhatsApp message.'
- Combined Case Study: Project \u2192 accounting record \u2192 automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Governance
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
- Monitoring and Maintenance
- Monitoring active automation flows
- Managing errors and alerts
- Scalability considerations for integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Impact assessment via efficiency KPIs
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Basic proficiency in Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance staff
- Project leaders and professionals responsible for 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
