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Course Outline
1. Assessment and Integration Foundations
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Digital Ecosystems and Operational Automation
- Advantages and architecture of unified systems
- Integration types: native, connector-based, and API-driven
- Commonly used tools: Zapier, Make, API Connector, and Power Automate
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Mapping Internal Processes
- Identifying current workflows and areas requiring improvement
- Defining goals and efficiency metrics
- Documenting “as is” flows and designing “to be” solutions
- Practical Example: Basic Gmail automation triggering Trello (incoming email to task creation)
2. Integrating Trello with Google Workspace
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Trello and Google Sheets/Drive
- Connecting dashboards to control sheets
- Automating reports and file uploads
- Drive integration and version management
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Trello and Gmail/Calendar
- Automated reminders and notifications
- Synchronizing delivery dates with tasks
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communications
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QuickBooks and Google Workspace
- Automatic export of financial reports
- Budget control and reconciliation using Sheets
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QuickBooks and Trello
- Linking projects to cost centers and 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, and customer follow-ups
- Practical workflows: “Event in Trello or QuickBooks triggering automatic WhatsApp message.”
- Combined Case Study: Project update to accounting record to automatic client notification via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Roles, permissions, and data protection strategies
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Monitoring and Maintenance
- Tracking active flows
- Managing errors and alerts
- Ensuring scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and 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
- Foundational familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for hands-on practice
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and professionals driving 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
