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Duration 20 hours
Course Outline
1. Foundational Diagnostics and Integration Principles
- Digital Ecosystems and Operational Automation
- Advantages and architectural design of integrated systems.
- Integration types: native, connector-based, and API-driven.
- Common automation tools: Zapier, Make, API Connector, and Power Automate.
- Mapping Internal Processes
- Identifying current workflows and pinpointing areas for optimization.
- Setting clear objectives and defining efficiency metrics.
- Documenting existing ('as is') flows and designing future ('to be') states.
- Practical Demonstration: Basic Gmail automation to Trello (converting incoming emails into tasks).
2. Connecting Trello with Google Workspace
- Trello + Google Sheets and Drive
- Linking project dashboards to control sheets.
- Automating reporting and file uploads.
- Integrating Drive for seamless version control.
- Trello + Gmail and Calendar
- Automating the dispatch of reminders and notifications.
- Synchronizing deadlines and task updates across calendars.
- Applied Scenario: Managing collaborative projects in Trello with automated dashboards in Google Sheets.
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automating the export of financial reports.
- Managing budget controls and reconciling data with Sheets.
- QuickBooks + Trello
- Associating projects with cost centers for financial monitoring.
- Triggering automatic task status updates based on budget progress.
- Introduction to WhatsApp Business API, Twilio, and WATI
- Core concepts and integration pathways.
- Practical use cases: task alerts, billing reminders, and customer follow-ups.
- Workflow Example: Events in Trello or QuickBooks triggering automatic WhatsApp messages.
- Comprehensive Case Study: From project execution to accounting records, culminating in automatic client notifications via WhatsApp.
4. Security, Oversight, and Deployment
- Security and Access Management
- Implementing secure authentication methods (OAuth, tokens).
- Defining roles, permissions, and data protection measures.
- Monitoring and Maintenance
- Tracking active automation flows.
- Managing errors and alerts effectively.
- Ensuring the scalability of integrations.
- Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices.
- Assessing impact through efficiency KPIs.
- Capstone Project: Designing a unified workflow that integrates Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications.
Requirements
- Familiarity with the basics of Trello, QuickBooks, and Google Workspace.
- Active access to these platforms to facilitate practical exercises.
Target Audience
- Operations coordinators and managers.
- Administrative and financial 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
