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Duration 20 hours
Course Outline
1. Integration Assessment and Foundational Concepts
- Digital Ecosystems and Operational Automation
- Advantages and architecture of unified systems
- Integration types: native, connector-based, and API
- Commonly used tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying current workflows and opportunities for enhancement
- Setting objectives and defining efficiency metrics
- Documenting current state (“as is”) flows and future design (“to be”)
- Practical Application: Basic Gmail automation to Trello (incoming email triggers task creation)
2. Linking Trello and Google Workspace
- Trello integrated with Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file uploads
- Drive integration and version management
- Trello integrated with Gmail and Calendar
- Automated reminders and notifications
- Synchronizing 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 integrated with Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation using Sheets
- QuickBooks integrated with Trello
- Associating projects with cost centers and financial tracking
- Automated task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: “Event in Trello or QuickBooks triggers automatic WhatsApp message.”
- Combined Case Study: Project tracking to accounting records, followed by automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection
- Monitoring and Maintenance
- Tracking active automation flows
- Managing errors and alerts
- Ensuring scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and adopting best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing an integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace
- Access to these platforms for hands-on exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance team members
- Project leaders and professionals driving innovation or digital transformation
Testimonials (4)
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
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.
