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Duration 20 hours
Course Outline
1. Diagnostics and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architecture of integrated systems
- Integration types: native, via connectors, and API
- Common tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying current workflows and areas for enhancement
- Defining objectives and efficiency metrics
- Documenting “as is” flows and designing “to be” models
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Integrating Trello with Google Workspace
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file uploading
- Drive integration and version control
- Trello + Gmail and Calendar
- Automated dispatch of reminders and notifications
- Synchronising 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 + Google Workspace
- Automated export of financial reports
- Budget monitoring and reconciliation via Sheets
- QuickBooks + Trello
- Linking projects to cost centres and financial monitoring
- Automated task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration options
- Use cases: task notifications, billing reminders, customer follow-up
- 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, Control, and Deployment
- Security and Access Control
- Secure authentication (OAuth, tokens)
- Roles, permissions, and data protection
- Monitoring and Maintenance
- Monitoring active flows
- Managing errors and alerts
- Scaling integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Assessing impact (efficiency KPIs)
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Audience
- Operations coordinators and managers
- Administrative and finance team members
- 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
