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Course Outline

1. Integration Diagnosis and Foundations

  • 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
  • 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

  • Trello + Google Sheets and Drive
    • Connecting dashboards to control sheets
    • Automating reporting and file uploads
    • Drive integration and version management
  • 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

  • QuickBooks + Google Workspace
    • Automatic export of financial reports
    • Budget management and reconciliation with Sheets
  • QuickBooks + Trello
    • Linking projects to cost centers and financial monitoring
    • Automatic task status updates based on budget progress
  • 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

  • Security and Access Control
    • Secure authentication methods (OAuth, tokens)
    • Roles, permissions, and data protection
  • Monitoring and Maintenance
    • Monitoring active automation flows
    • Error handling and alert management
    • Scalability of integrations
  • 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

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