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Duration 20 hours
Course Outline
1. Assessing the Foundation of Integration
- Digital Ecosystems and Operational Automation
- Advantages and architecture of integrated systems
- Integration types: native, connector-based, and API
- Standard tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying existing workflows and areas for enhancement
- Setting goals and efficiency indicators
- Documenting current (“as is”) and future (“to be”) flows
- Practical Demonstration: Basic Gmail automation → Trello (email intake → task generation)
2. Connecting Trello and 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
- Syncing deadlines and task schedules
- Applied Case Study: Collaborative project management in Trello with automated Google Sheets dashboards
3. QuickBooks Integration and Automated Communications
- QuickBooks + Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation with Sheets
- QuickBooks + Trello
- Linking projects to cost centers and financial tracking
- Automatic task status updates based on budget progression
- Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Applications: task alerts, billing reminders, customer follow-ups
- Practical workflow: “Trello or QuickBooks event → automatic WhatsApp message.”
- Combined Case Study: Project → accounting entry → automated client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication (OAuth, tokens)
- Roles, permissions, and data safeguards
- Monitoring and Maintenance
- Tracking active flows
- Handling errors and alerts
- Scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Impact assessment (efficiency KPIs)
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical sessions
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
