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Course Outline
1. Integration Diagnosis 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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Internal Process Mapping
- Identifying current workflows and areas requiring improvement
- Setting objectives and defining efficiency metrics
- Documenting "as is" flows and designing "to be" processes
- 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
- Connecting dashboards to control sheets
- Automating reporting and file uploads
- Drive integration and version management
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Trello + Gmail and Calendar
- Automated delivery of reminders and notifications
- Synchronizing deadlines 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
- Automatic export of financial reports
- Budget management and reconciliation with Sheets
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QuickBooks + Trello
- Linking projects to cost centers 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 methods (OAuth, tokens)
- Roles, permissions, and data protection
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Monitoring and Maintenance
- Monitoring active automation flows
- Error handling and alert management
- Scalability of integrations
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Documentation and Continuous Improvement
- Integration registry and best practices
- Impact assessment using efficiency KPIs
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Fundamental understanding of Trello, QuickBooks, and Google Workspace
- Access to these platforms for completing practical exercises
Audience
- Operations coordinators and managers
- Administrative and financial staff
- 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