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.
Course Outline
1. Assessment and Integration Fundamentals
-
Digital Ecosystems and Process Automation
- Advantages and structural design of integrated systems.
- Integration methods: native connections, third-party connectors, and APIs.
- Key tools: Zapier, Make, API Connector, and Power Automate.
-
Internal Process Analysis
- Mapping current workflows and identifying opportunities for enhancement.
- Setting clear objectives and defining efficiency metrics.
- Documenting existing (“as is”) flows and designing future (“to be”) states.
- Practical Demonstration: Basic Gmail automation → Trello (converting incoming emails into tasks).
2. Connecting Trello with Google Workspace
-
Trello, Google Sheets, and Drive
- Syncing dashboards with control spreadsheets.
- Automated reporting and file uploads.
- Drive integration and version management.
-
Trello, Gmail, and Calendar
- Automated reminders and notifications.
- Aligning task deadlines with calendar events.
- Case Study: Managing collaborative projects in Trello with automated Google Sheets dashboards.
3. QuickBooks Integrations and Automated Communications
-
QuickBooks and Google Workspace
- Automatic export of financial reports.
- Budget tracking and reconciliation using Sheets.
-
QuickBooks and Trello
- Linking projects to cost centers for financial oversight.
- Updating task statuses based on budget progress.
-
Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities.
- Applications: task alerts, billing reminders, and client follow-ups.
- Practical workflows: “Trigger in Trello or QuickBooks → automated WhatsApp message.”
- Integrated Case Study: From project initiation → accounting entry → automated client notification via WhatsApp.
4. Security, Governance, and Deployment
-
Security and Access Management
- Secure authentication methods (OAuth, tokens).
- Defining roles, permissions, and data safeguards.
-
Monitoring and Maintenance
- Tracking active automation flows.
- Handling errors and managing alerts.
- Ensuring integration scalability.
-
Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices.
- Evaluating impact through efficiency KPIs.
- Capstone Project: Designing a unified workflow that combines Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications.
Requirements
- Foundational familiarity with Trello, QuickBooks, and Google Workspace.
- Access to these platforms for completing practical exercises.
Target Audience
- Operations coordinators and managers.
- Administrative and financial personnel.
- Project leads 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
