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Course Outline
1. Diagnosis and Integration Fundamentals
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Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Categories of integration: native, connector-based, and API-driven
- Commonly used tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying existing workflows and opportunities for enhancement
- Setting clear objectives and efficiency metrics
- Documenting current ("as is") flows and designing future ("to be") states
- Practical Example: Basic Gmail automation leading to Trello (converting incoming emails into task creation)
2. Trello and Google Workspace Integrations
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Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file uploads
- Drive integration and version management
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Trello + Gmail and Calendar
- Automatic dispatch of reminders and notifications
- Synchronizing delivery dates with task lists
- 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
- Automated export of financial reports
- Budget oversight and reconciliation with Sheets
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QuickBooks + Trello
- Aligning projects with cost centers and financial tracking
- Automatic task status updates reflecting budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Application scenarios: task alerts, billing reminders, customer follow-ups
- Practical workflows: "Event in Trello or QuickBooks triggering an automatic WhatsApp message."
- Combined Case Study: Project updates flowing into accounting records and triggering automatic client notifications via WhatsApp
4. Security, Control, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Roles, permissions, and data safeguarding
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Monitoring and Maintenance
- Oversight of active workflows
- Handling errors and managing alerts
- Ensuring scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing a comprehensive workflow integrating Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace
- Active access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leaders and professionals driving innovation or digital transformation
20 Hours
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.
