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Duration 20 hours
Course Outline
1. Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architecture of integrated systems
- Categorization of integrations: native, connector-based, and API-driven
- Overview of common tools: Zapier, Make, API Connector, and Power Automate
- Internal Process Mapping
- Identifying current workflows and pinpointing areas for enhancement
- Setting clear objectives and defining efficiency metrics
- Documenting current “as is” flows and designing future “to be” states
- Practical Demonstration: Basic Gmail automation to Trello (converting incoming emails into tasks)
2. Trello and Google Workspace Integrations
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automating reports and file uploads
- Managing Drive integrations and version control
- Trello + Gmail and Calendar
- Automated delivery of reminders and notifications
- Synchronizing delivery deadlines with task management
- Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reports
- Budget control and reconciliation using Sheets
- QuickBooks + Trello
- Associating projects with cost centers for financial monitoring
- Automating task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: Triggering automatic WhatsApp messages from Trello or QuickBooks events.
- Combined Case Study: Linking project milestones to accounting records and triggering automatic client notifications via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Control
- Implementing secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection
- Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and alerts
- Ensuring scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments using efficiency KPIs
- Final Practical Project: Designing a comprehensive workflow integrating Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial staff
- Project leaders and professionals driving innovation or digital transformation
Testimonials (4)
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
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.
