Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 20 hours
Course Outline
1. Assessing Integration Needs and Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architecture of unified systems
- Integration methodologies: native, connector-based, and API-driven
- Key tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying existing workflows and opportunities for optimization
- Setting clear objectives and efficiency benchmarks
- Documenting current (as-is) flows and designing future (to-be) states
- Practical Example: Automating basic Gmail tasks to Trello (converting incoming emails into tasks)
2. Connecting Trello with Google Workspace
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automating reports and file uploads
- Managing Drive integration and version history
- Trello + Gmail and Calendar
- Automating reminders and notifications
- Syncing deadlines and task schedules
- Applied Case Study: Managing collaborative projects in Trello with automated Google Sheets dashboards
3. QuickBooks Integrations and Automated Communications
- QuickBooks + Google Workspace
- Automating financial report exports
- Managing budgets and reconciliation via Sheets
- QuickBooks + Trello
- Aligning projects with cost centers for financial tracking
- Automating task status updates based on budget progression
- Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Applications: task alerts, billing reminders, client follow-ups
- Practical workflow: Triggering automatic WhatsApp messages from Trello or QuickBooks events.
- Combined Case Study: Flowing from project updates to accounting entries, ending with automatic WhatsApp client notifications
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data safeguards
- Monitoring and Maintenance
- Tracking active automation flows
- Handling errors and managing alerts
- Ensuring scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Evaluating impact through efficiency KPIs
- Capstone Project: Designing a unified workflow that connects Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical applications
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders 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
