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. Assessment and Integration Fundamentals
-
Digital Ecosystems and Operational Automation
- Advantages and architectural considerations of integrated systems
- Integration methodologies: native features, connectors, and APIs
- Overview of common tools: Zapier, Make, API Connector, and Power Automate
-
Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement
- Establishing clear objectives and efficiency metrics
- Documenting current (“as is”) processes and designing future (“to be”) states
- Practical Demonstration: Basic Gmail automation feeding into Trello (converting incoming emails into tasks)
2. Trello and Google Workspace Integration
-
Trello in conjunction with Google Sheets and Drive
- Connecting Trello dashboards with Sheets for control and tracking
- Automating reports and file uploads
- Managing Drive integration and version control
-
Trello combined with Gmail and Calendar
- Automating reminders and system notifications
- Synchronizing task statuses with calendar deadlines
- Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integration and Automated Communications
-
QuickBooks linked with Google Workspace
- Automating the export of financial reports
- Budget monitoring and reconciliation using Sheets
-
QuickBooks connected to Trello
- Associating projects with cost centers for financial oversight
- Updating task statuses automatically based on budget consumption
-
Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and available integration pathways
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: Triggering automatic WhatsApp messages from events in Trello or QuickBooks.
- Comprehensive Case Study: Tracking a project from initiation to accounting records, followed by automated client notifications via WhatsApp
4. Security, Oversight, and Deployment
-
Security and Access Management
- Implementing secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection measures
-
Monitoring and Maintenance
- Tracking active automation flows
- Managing errors and setting up alerts
- Planning for the scalability of integrations
-
Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Capstone Project: Designing a comprehensive integrated workflow that unifies Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Foundational knowledge of Trello, QuickBooks, and Google Workspace
- Access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance teams
- Project leaders and professionals focused on innovation or digital transformation
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
