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Course Outline
1. Initial Assessment and Integration Basics
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Digital Ecosystems and Operational Automation
- Advantages and architectural design of integrated systems
- Integration methodologies: native, connector-based, and API-driven
- Commonly used tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying existing workflows and opportunities for enhancement
- Setting goals and defining efficiency metrics
- Documenting current 'as is' flows and designing 'to be' structures
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Connecting Trello with Google Workspace
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Trello + Google Sheets and Drive
- Linking dashboards to control spreadsheets
- Automated reporting and file uploads
- Drive integration and version management
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Trello + Gmail and Calendar
- Automated reminders and notification dispatch
- Synchronizing delivery dates with task timelines
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation via Sheets
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QuickBooks + Trello
- Connecting projects to cost centers for financial monitoring
- Automatic task status updates based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Use cases: task alerts, billing reminders, customer follow-ups
- 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, Oversight, and Implementation
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Role definitions, permissions, and data protection
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Monitoring and Maintenance
- Tracking active automation flows
- Managing errors and alerts
- Scalability considerations for integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp
Requirements
- Fundamental familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Target Audience
- Operations coordinators and management teams
- Administrative and financial staff members
- Project leaders and specialists focused on innovation or digital transformation
20 Hours
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.
