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Course Outline

1. Diagnosis and Foundations of Integration

  • 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.
  • 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

  • Trello + Google Sheets and Drive
    • Linking dashboards to control sheets.
    • Automatic reporting and file uploading.
    • Drive integration and version control.
  • 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

  • QuickBooks + Google Workspace
    • Automatic export of financial reports.
    • Budget control and reconciliation with Sheets.
  • QuickBooks + Trello
    • Linking projects with cost centers and financial monitoring.
    • Automatic task status updates according to budget progress.
  • 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

  • Security and Access Control
    • Secure authentication (OAuth, tokens).
    • Roles, permissions, and data protection.
  • Monitoring and Maintenance
    • Monitoring active flows.
    • Error and alert management.
    • Scalability of integrations.
  • 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.
 20 Hours

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