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Course Outline
1. Integration Assessment and Core Principles
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Digital Ecosystems and Operational Automation
- Advantages and structural design of connected systems
- Integration methods: native links, connectors, and APIs
- Standard 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” processes and designing “to be” states
- Practical Demonstration: Basic Gmail automation → Trello (email reception → task generation)
2. Linking Trello and Google Workspace
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Trello + Google Sheets and Drive
- Connecting dashboards to monitoring sheets
- Generating automated reports and uploading files
- Drive connectivity and version management
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Trello + Gmail and Calendar
- Automating reminders and alerts
- Aligning deadlines with task statuses
- Case Study: Collaborative project management in Trello with real-time dashboards in Google Sheets
3. QuickBooks Integration and Automated Communication
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QuickBooks + Google Workspace
- Automated export of financial documents
- Budget tracking and reconciliation with Sheets
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QuickBooks + Trello
- Associating projects with cost centers and financial oversight
- Automatic task updates based on budget utilization
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Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and connection possibilities
- Applications: task updates, payment reminders, client follow-ups
- Practical scenario: “Trello or QuickBooks event → instant WhatsApp message.”
- Integrated Case Study: Project update → accounting entry → automatic client notification via WhatsApp
4. Security, Oversight, and Implementation
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data safety
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Monitoring and Upkeep
- Tracking active automation flows
- Handling errors and alerts
- Scaling integration capabilities
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Documentation and Continuous Refinement
- Maintaining an integration registry and best practices
- Evaluating impact through efficiency KPIs
- Capstone Project: Creating a unified workflow that combines Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Fundamental familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms to perform practical exercises
Target Audience
- Operational coordinators and managers
- Administrative and finance teams
- Project managers and specialists 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
