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Duration 20 hours
Course Outline
1. Assessing the Integration Landscape and Foundations
- Digital Ecosystems and Operational Automation
- Advantages and structural design of unified systems
- Categorizing integrations: native, connector-based, and API-driven
- Essential tools: Zapier, Make, API Connector, and Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing optimization opportunities
- Setting clear objectives and defining efficiency metrics
- Documenting current 'as is' processes and designing future 'to be' states
- Practical Application: Basic Gmail automation feeding into Trello (converting incoming emails into tasks)
2. Bridging Trello and Google Workspace
- Trello + Google Sheets and Drive
- Connecting project dashboards to control sheets
- Automating report generation and file uploads
- Managing Drive integration and version history
- Trello + Gmail and Calendar
- Automating the dispatch of reminders and notifications
- Syncing task schedules with calendar delivery dates
- Applied Case Study: Collaborative project management in Trello with auto-updating dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reporting
- Budget monitoring and reconciliation via Sheets
- QuickBooks + Trello
- Aligning projects with cost centers for financial oversight
- Auto-updating task statuses based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Key use cases: task alerts, invoice reminders, and client follow-ups
- Practical workflow: Triggering automatic WhatsApp messages from Trello or QuickBooks events.
- Combined Case Study: Linking projects to accounting records and triggering automatic client notifications via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Implementing secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection standards
- Monitoring and Maintenance
- Tracking the health of active integration flows
- Managing errors and system alerts
- Ensuring scalability of integration architectures
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments via efficiency KPIs
- Capstone Practical Project: Designing a comprehensive workflow integrating Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Familiarity with the core functionalities of Trello, QuickBooks, and Google Workspace
- Valid access credentials to these platforms for practical sessions
Target Audience
- Operations coordinators and management teams
- Administrative and financial personnel
- Project leads and professionals driving innovation or digital transformation initiatives
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
