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Course Outline
1. Integration Diagnostics and Foundations
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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
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Mapping Internal Processes
- Identifying current workflows and areas for improvement
- Defining objectives and efficiency metrics
- Documenting “as is” flows and “to be” designs
- Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
2. Trello and Google Workspace Integrations
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Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automated reporting and file uploads
- Drive integration and version management
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Trello + Gmail and Calendar
- Automated dispatch of 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
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QuickBooks + Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation with Sheets
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QuickBooks + Trello
- Linking projects with cost centres and financial monitoring
- Automatic task status updates based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration options
- Use cases: task notifications, billing reminders, customer follow-ups
- Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp.”
- Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp
4. Security, Control, and Deployment
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Security and Access Control
- Secure authentication (OAuth, tokens)
- Roles, permissions, and data protection
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Monitoring and Maintenance
- Monitoring active flows
- Error and alert management
- Scalability of integrations
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Documentation and Continuous Improvement
- Integration registry and best practices
- Impact assessment (efficiency KPIs)
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp
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 finance personnel
- Project leaders 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
