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Course Outline
1. Integration Diagnostics and Foundations
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Digital Ecosystems and Operational Automation
- Advantages and architectural design of integrated systems
- Categorization of integrations: native, connector-based, and API-driven
- Overview of common tools: Zapier, Make, API Connector, Power Automate
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Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement
- Setting clear objectives and defining efficiency metrics
- Documenting current (“as is”) flows and designing future (“to be”) states
- Practical Application: Basic Gmail automation linking to Trello (converting incoming emails into task creation)
2. Trello and Google Workspace Integrations
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Trello + Google Sheets and Drive
- Connecting dashboards to management sheets
- Automating reporting and file uploads
- Managing Drive integration and version control
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Trello + Gmail and Calendar
- Setting up automatic reminders and notifications
- Synchronizing deadlines and task statuses
- Applied Case Study: Managing collaborative projects in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
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QuickBooks + Google Workspace
- Automating the export of financial reports
- Managing budget control and reconciliation via Sheets
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QuickBooks + Trello
- Linking projects to cost centers for financial monitoring
- Updating task statuses automatically based on budget progress
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and available integration options
- Key use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflow: “Trigger in Trello or QuickBooks → automated message via WhatsApp”
- Integrated Case Study: Project → accounting entry → automatic client notification via WhatsApp
4. Security, Oversight, and Deployment
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Security and Access Management
- Implementing secure authentication (OAuth, tokens)
- Defining roles, permissions, and data protection measures
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Monitoring and Maintenance
- Tracking active integration flows
- Handling errors and managing alerts
- Ensuring the scalability of integrations
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Documentation and Continuous Improvement
- Creating integration registries and adhering to best practices
- Assessing impact through efficiency KPIs
- Final Practical Project: Designing an integrated workflow that unifies Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Foundational familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms to participate in practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial teams
- Project leaders and professionals focused on 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
