Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 20 hours
Course Outline
1. Diagnostic Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architecture of integrated systems
- Integration types: native, connector-based, and API-driven
- Common tools: Zapier, Make, API Connector, Power Automate
- Mapping Internal Processes
- Identifying current workflows and areas for improvement
- Setting objectives and efficiency metrics
- Documenting 'as is' flows and designing 'to be' processes
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Integrating Trello with Google Workspace
- Trello + Google Sheets and Drive
- Connecting dashboards to control sheets
- Automated reporting and file uploads
- Drive integration and version management
- Trello + Gmail and Calendar
- Automated reminders and notifications
- Synchronising delivery dates and tasks
- Applied Case Study: Collaborative project management 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 with Sheets
- QuickBooks + Trello
- Linking projects with cost centres and financial monitoring
- Automatic task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration options
- Use cases: task alerts, billing reminders, customer follow-ups
- Practical workflows: 'Event in Trello or QuickBooks → automatic message via WhatsApp.'
- Combined Case Study: Project → accounting record → automatic client notification via WhatsApp
4. Security, Control, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Roles, permissions, and data protection
- Monitoring and Maintenance
- Tracking active flows
- Managing errors and alerts
- Scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Impact assessment via efficiency KPIs
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for practical exercises
Audience
- Operations coordinators and managers
- Administrative and finance team members
- Project leads and professionals responsible for innovation or digital transformation
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
