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. Assessment and Core Integration Principles
- Digital Ecosystems and Process Automation
- Advantages and structural design of interconnected systems
- Categorizing integrations: native, connector-based, and API-driven
- Common automation tools: Zapier, Make, API Connector, and Power Automate
- Internal Workflow Analysis
- Mapping current workflows to identify optimization opportunities
- Setting clear goals and defining efficiency metrics
- Documenting current states and designing future-state processes
- Practical Demo: Automating basic Gmail tasks to create entries in Trello (email receipt → task generation)
2. Trello and Google Workspace Connectivity
- Trello integration with Google Sheets and Drive
- Connecting dashboards to control spreadsheets
- Automated report generation and file uploads
- Drive synchronization and version management
- Trello integration with Gmail and Calendar
- Automatic distribution of reminders and alerts
- Synchronizing task deadlines with calendar events
- Applied Scenario: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integration and Automated Communication
- QuickBooks connection to Google Workspace
- Automated export of financial reporting
- Budget monitoring and reconciliation via Sheets
- QuickBooks connection to Trello
- Aligning projects with cost centers for financial tracking
- Automatic task status updates based on budget utilization
- Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration methods
- Practical applications: task alerts, billing reminders, and customer follow-ups
- Workflow example: “Trigger in Trello or QuickBooks → automated WhatsApp message.”
- Combined Scenario: Project completion → accounting entry → automated client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Role-based permissions and data privacy controls
- Monitoring and Upkeep
- Oversight of active automation flows
- Handling errors and managing alerts
- Ensuring scalability of integrated solutions
- Documentation and Continuous Refinement
- Maintaining an integration registry and best practices
- Evaluating impact through efficiency KPIs
- Capstone Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms for practical assignments
Target Audience
- Operations coordinators and managers
- Administrative and finance team members
- Project leaders and professionals driving 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
