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Course Outline
1. Diagnosis and Foundations of Integration
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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
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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
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Trello + Google Sheets and Drive
- Linking dashboards to control spreadsheets
- Automated reporting and file uploads
- Drive integration and version control
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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
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QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget control and reconciliation via Sheets
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QuickBooks + Trello
- Linking projects with cost centers and financial monitoring
- Updating task status automatically based on budget progress
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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
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Security and Access Control
- Secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
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Monitoring and Maintenance
- Monitoring active workflows
- Handling errors and alerts
- Ensuring scalability of integrations
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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
Testimonials (3)
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
Experience and provide necessary information to the topics