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Duration 20 hours
Course Outline
1. Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Understanding the advantages and architectural design of integrated systems
- Categorizing integration types: native solutions, connector-based, and API-driven
- Reviewing common automation tools: Zapier, Make, API Connector, and Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement
- Setting clear objectives and defining key efficiency metrics
- Documenting current “as is” processes and designing future “to be” states
- Practical Example: Creating a basic Gmail to Trello automation (converting incoming emails into tasks)
2. Trello and Google Workspace Integration
- Combining Trello with Google Sheets and Drive
- Connecting Trello dashboards to control spreadsheets
- Automating report generation and file uploads
- Managing Drive integration and file version control
- Linking Trello with Gmail and Calendar
- Automating the dispatch of reminders and notifications
- Synchronizing task deadlines with calendar entries
- Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integration and Automated Communications
- QuickBooks and Google Workspace
- Automating the export of financial reports
- Controlling budgets and reconciling data using Sheets
- QuickBooks and Trello
- Associating projects with cost centers for financial oversight
- Updating task statuses automatically based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and available integration pathways
- Applicable use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: Triggering automatic WhatsApp messages from Trello or QuickBooks events
- Combined Case Study: Tracking a project through to accounting records, ending with an automated client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Implementing secure authentication methods (OAuth, tokens)
- Managing roles, permissions, and data protection standards
- Monitoring and Maintenance
- Tracking active integration flows
- Managing errors and system alerts
- Ensuring the scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Final Practical Project: Designing a comprehensive workflow that integrates Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with basic features of Trello, QuickBooks, and Google Workspace
- Active access to these platforms for completing practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance team members
- Project leads 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.
