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Course Outline
1. Assessing Integration Needs and Foundations
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Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Integration types: native connections, connectors, and APIs
- Key tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying existing workflows and pinpointing improvement areas
- Setting clear objectives and efficiency metrics
- Documenting current (“as is”) flows and designing future (“to be”) states
- Practical Example: Automating basic Gmail tasks to Trello (incoming email → task creation)
2. Connecting Trello with Google Workspace
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Trello + Google Sheets and Drive
- Linking Trello boards to control sheets
- Automating reporting and file uploads
- Drive integration and managing version control
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Trello + Gmail and Calendar
- Automating reminders and notifications
- Synchronizing deadlines and task statuses
- Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communications
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QuickBooks + Google Workspace
- Automating financial report exports
- Budget oversight and reconciliation using Sheets
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QuickBooks + Trello
- Associating projects with cost centers for financial monitoring
- Auto-updating task statuses based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Applications: task alerts, billing reminders, and client follow-ups
- Workflow example: “Event in Trello or QuickBooks → automated WhatsApp message.”
- Integrated Case Study: Project tracking → accounting entry → automatic client notification via WhatsApp
4. Security, Governance, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Defining roles, permissions, and data protection strategies
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Monitoring and Maintenance
- Tracking active automation flows
- Managing errors and alerts effectively
- Ensuring scalability of integrations
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Capstone Project: Designing a unified workflow combining Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Fundamental familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical exercises
Target Audience
- Operations coordinators and management teams
- Administrative and financial personnel
- Project leads and professionals 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
