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Course Outline
1. Assessment and Integration Basics
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Digital Ecosystems and Operational Automation
- Advantages and structure of integrated systems
- Integration methods: native, connector-based, and API
- Standard tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying existing workflows and opportunities for enhancement
- Setting objectives and defining efficiency metrics
- Documenting current (“as is”) flows and designing future (“to be”) states
- Practical Example: Automating basic Gmail interactions to Trello (email receipt triggering task creation)
2. Trello and Google Workspace Interconnectivity
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Trello with Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file uploads
- Drive integration and version management
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Trello with Gmail and Calendar
- Automated dispatch of reminders and notifications
- Aligning delivery dates with task timelines
- Applied Case Study: Collaborative project management in Trello supported by automated Google Sheets dashboards
3. QuickBooks Integration and Automated Communications
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QuickBooks and Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation with Sheets
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QuickBooks and Trello
- Associating projects with cost centers for financial tracking
- Automatic task status updates reflecting budget progress
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Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration pathways
- Applications: task alerts, billing reminders, client follow-ups
- Practical workflow: Triggering automatic WhatsApp messages based on events in Trello or QuickBooks
- Combined Case Study: Tracking a project from accounting records to automated client notification via WhatsApp
4. Security, Oversight, and Implementation
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Roles, permissions, and data safeguarding
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Monitoring and Upkeep
- Supervision of active flows
- Handling errors and managing alerts
- Ensuring integration scalability
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Documentation and Ongoing Optimization
- Maintaining an integration registry and best practices
- Evaluating impact through efficiency KPIs
- Capstone Practical Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and WhatsApp-based notifications
Requirements
- Foundational familiarity with Trello, QuickBooks, and Google Workspace
- Access to the aforementioned platforms for 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.
