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Course Outline

1. Diagnosis and Foundations of Integration

  • Digital Ecosystems and Operational Automation
    • Advantages and architecture of integrated systems
    • Integration types: native, connector-based, and API-driven
    • Key tools: Zapier, Make, API Connector, Power Automate
  • Internal Process Mapping
    • Identifying existing workflows and opportunities for improvement
    • Defining objectives and efficiency metrics
    • Documenting 'as-is' flows and designing 'to-be' scenarios
  • Practical Example: Basic Gmail automation to Trello (converting incoming emails into tasks)

2. Integrations between Trello and Google Workspace

  • Trello + Google Sheets and Drive
    • Linking dashboards to control spreadsheets
    • Automated reporting and file uploads
    • Drive integration and version control
  • Trello + Gmail and Calendar
    • Automated sending of reminders and notifications
    • Synchronizing deadlines 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
    • Automatic export of financial reports
    • Budget control and reconciliation via Sheets
  • QuickBooks + Trello
    • Linking projects with cost centers and financial monitoring
    • Updating task status automatically 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 triggers an automatic WhatsApp message'
  • Combined Case Study: Project initiation → accounting record → automatic client notification via WhatsApp

4. Security, Control, and Deployment

  • Security and Access Control
    • Secure authentication methods (OAuth, tokens)
    • Managing roles, permissions, and data protection
  • Monitoring and Maintenance
    • Monitoring active workflows
    • Handling errors and alerts
    • Ensuring scalability of integrations
  • Documentation and Continuous Improvement
    • Maintaining integration records and best practices
    • Conducting impact assessments (efficiency KPIs)
  • Final Practical Project: Designing an integrated workflow that combines Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications

Requirements

  • Foundational knowledge of Trello, QuickBooks, and Google Workspace
  • Access to these platforms to complete practical exercises

Audience

  • Operations coordinators and managers
  • Administrative and financial personnel
  • Project leaders and professionals driving innovation or digital transformation
 20 Hours

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