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.
Course Outline
1. Integration Assessment and Core Principles
-
Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems.
- Integration modalities: native links, connector-based, and API-driven.
- Key tools: Zapier, Make, API Connector, and Power Automate.
-
Mapping Internal Processes
- Identifying existing workflows and pinpointing improvement areas.
- Setting goals and defining efficiency indicators.
- Documenting current (“as is”) flows and designing future (“to be”) states.
- Practical Example: Automating Gmail to Trello (converting incoming emails into tasks).
2. Integrating Trello with Google Workspace
-
Trello + Google Sheets and Drive
- Connecting dashboards to control sheets.
- Automating report generation and file uploads.
- Synchronising Drive integration and managing version control.
-
Trello + Gmail and Calendar
- Automated dispatch of reminders and alerts.
- Synchronising task deadlines with calendar entries.
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets.
3. QuickBooks Integrations and Automated Communications
-
QuickBooks + Google Workspace
- Automated export of financial reports.
- Budget oversight and reconciliation using Sheets.
-
QuickBooks + Trello
- Associating projects with cost centres for financial monitoring.
- Automatic task status updates aligned with budget progress.
-
Introduction to WhatsApp Business API, Twilio, and WATI
- Core concepts and integration pathways.
- Use cases: task alerts, billing reminders, and customer follow-ups.
- Practical workflows: Triggering automatic WhatsApp messages from Trello or QuickBooks events.
- Combined Case Study: Linking a project to an accounting record and sending an automated client notification via WhatsApp.
4. Security, Governance, and Deployment
-
Security and Access Governance
- Secure authentication methods (OAuth, tokens).
- Managing roles, permissions, and data protection.
-
Monitoring and Maintenance
- Oversight of active integration flows.
- Handling errors and managing alerts.
- Ensuring scalability of integrations.
-
Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices.
- Assessing impact through efficiency KPIs.
- Final Practical Project: Designing a unified workflow combining Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications.
Requirements
- Foundational proficiency in Trello, QuickBooks, and Google Workspace.
- Active access to these platforms for hands-on exercises.
Target Audience
- Operations coordinators and management teams.
- Administrative and financial professionals.
- Project leads and specialists driving innovation or digital transformation initiatives.
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
