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Course Outline
1. Diagnosing Integration Needs and Building the Foundation
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Understanding Digital Ecosystems and Operational Automation
- Exploring the benefits and architecture of interconnected systems
- Distinguishing between integration types: native, connector-based, and API-driven
- Reviewing common automation tools such as Zapier, Make, API Connector, and Power Automate
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Mapping Internal Processes
- Identifying existing workflows and pinpointing opportunities for enhancement
- Establishing clear objectives and efficiency metrics
- Documenting current (“as is”) workflows and designing future (“to be”) states
- Practical Demonstration: Automating basic Gmail tasks to create entries in Trello (converting incoming emails into actionable tasks)
2. Connecting Trello with Google Workspace
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Integrating Trello with Google Sheets and Drive
- Linking project dashboards to control spreadsheets
- Automating report generation and file uploads
- Managing Drive integration and version control
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Linking Trello with Gmail and Calendar
- Setting up automated reminders and notifications
- Synchronizing task deadlines with calendar events
- Applied Case Study: Enhancing collaborative project management in Trello using automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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Connecting QuickBooks with Google Workspace
- Automating the export of financial reports
- Enabling budget tracking and reconciliation using Google Sheets
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Integrating QuickBooks with Trello
- Aligning projects with cost centers for financial oversight
- Triggering automatic task status updates based on budget progress
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Introduction to WhatsApp Business API, Twilio, and WATI
- Core concepts and integration possibilities
- Key use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: Sending automatic WhatsApp messages in response to events in Trello or QuickBooks
- Combined Case Study: Streamlining the flow from project tracking to accounting records, ending with automatic client notifications via WhatsApp
4. Security, Governance, and Deployment
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Ensuring Security and Access Control
- Implementing secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data privacy
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Monitoring and Maintenance
- Overseeing active automation flows
- Handling errors and managing alerts
- Ensuring the scalability of integrations
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Documentation and Continuous Improvement
- Creating an integration registry and adopting best practices
- Assessing impact through efficiency KPIs
- Capstone Project: Designing a comprehensive integrated workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Foundational familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for completing practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance professionals
- Project leaders and specialists responsible for innovation or digital transformation
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
