Course Outline
1. Diagnosis and Foundations of Integration
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Digital Ecosystems and Operational Automation
- Benefits and architecture of integrated systems.
- Types of integrations: native, via connectors, and API.
- Common tools: Zapier, Make, API Connector, Power Automate.
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Internal Process Mapping
- Identification of current workflows and areas for improvement.
- Definition of objectives and efficiency metrics.
- Documentation of “as is” flows and “to be” design.
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation).
2. Integrations between Trello and Google Workspace
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Trello + Google Sheets and Drive
- Linking dashboards to control sheets.
- Automatic reporting and file uploading.
- Drive integration and version control.
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Trello + Gmail and Calendar
- Automatic sending of reminders and notifications.
- Synchronization of delivery dates and tasks.
- 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
- Automatic export of financial reports.
- Budget control and reconciliation with Sheets.
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QuickBooks + Trello
- Linking projects with cost centers and financial monitoring.
- Automatic task status updates according to budget progress.
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Introduction to WhatsApp Business API / Twilio / WATI
- Basic concepts and integration options.
- Use cases: task notifications, billing reminders, customer follow-up.
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
- Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp.
4. Security, Control, and Deployment
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Security and Access Control
- Secure authentication (OAuth, tokens).
- Roles, permissions, and data protection.
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Monitoring and Maintenance
- Monitoring active flows.
- Error and alert management.
- Scalability of integrations.
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Documentation and Continuous Improvement
- Integration registry and best practices.
- Impact assessment (efficiency KPIs).
- Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp.
Requirements
- Foundational knowledge of Trello, QuickBooks, and Google Workspace.
- Access to these platforms for practical exercises.
Target Audience
- Operations coordinators and managers.
- Administrative and financial staff.
- Project leaders and professionals responsible for innovation or digital transformation.
Testimonials (5)
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.
Elpida - Unemployed
Course - Anti-Money Laundering (AML) and Combating Terrorist Financing (CTF)
The pricing strategies. Need to have more real case examples on the strategies and the pricing methods.
Ruziham A Razak - Telekom Malaysia Berhad
Course - A Practical Guide to Successful Pricing Strategies
Personal service and orientated to my needs