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Course Outline
1. Assessment and Integration Foundations
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Digital Ecosystems and Operational Automation
- Strategic benefits and architectural design of integrated systems
- Integration methodologies: native connections, third-party connectors, and API usage
- Overview of common automation tools: Zapier, Make, API Connector, and Power Automate
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Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for optimization
- Setting clear objectives and defining key efficiency metrics
- Documenting current state ("as is") flows and designing future state ("to be") solutions
- Practical Demonstration: Basic Gmail automation triggering task creation in Trello via incoming emails
2. Synergy between Trello and Google Workspace
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Trello + Google Sheets and Drive
- Connecting Trello dashboards to Sheets for real-time control and visibility
- Automating reporting cycles and file uploads
- Managing Drive integration and file versioning strategies
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Trello + Gmail and Calendar
- Automating the dispatch of reminders and status notifications
- Synchronizing task deadlines with calendar events for better time management
- Applied Scenario: Enhancing collaborative project management in Trello through automated reporting in Google Sheets
3. QuickBooks Integration and Automated Communication
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QuickBooks + Google Workspace
- Automating the export and distribution of financial reports
- Enhancing budget oversight and reconciliation using Sheets
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QuickBooks + Trello
- Linking project tasks with cost centers for integrated financial monitoring
- Automating task status updates based on budget consumption
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Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and available integration pathways
- Key use cases: task alerts, billing reminders, and client follow-ups
- Practical workflow design: Triggering automatic WhatsApp messages from events in Trello or QuickBooks.
- Comprehensive Case Study: End-to-end flow from project update in Trello, to accounting record in QuickBooks, to automatic client notification via WhatsApp
4. Security, Governance, and Deployment
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Security Framework and Access Control
- Implementing secure authentication methods (OAuth, API tokens)
- Managing roles, permissions, and data privacy protocols
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Monitoring and Maintenance
- Continuous monitoring of active automation flows
- Effective error handling and alert management strategies
- Planning for the scalability of integration architectures
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Documentation and Continuous Improvement
- Maintaining an integration registry and adhering to best practices
- Conducting impact assessments using efficiency KPIs
- Capstone Project: Designing a fully integrated workflow combining Trello, QuickBooks, Google Workspace, and WhatsApp notifications
Requirements
- Foundational familiarity with Trello, QuickBooks, and Google Workspace
- Access to the aforementioned platforms to participate in practical exercises
Target Audience
- Operations coordinators and team managers
- Administrative and financial personnel
- Project leads and professionals driving innovation or digital transformation initiatives
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
