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Duration 20 hours
Course Outline
1. Integration Diagnosis and Fundamentals
- Digital Ecosystems and Operational Automation
- Benefits and architectural design of integrated systems
- Integration types: native, connector-based, and API-driven
- Common tools: Zapier, Make, API Connector, and Power Automate
- Internal Process Mapping
- Identifying current workflows and opportunities for improvement
- Defining objectives and efficiency metrics
- Documenting existing “as is” flows and designing “to be” processes
- Practical Example: Basic Gmail automation → Trello (converting incoming emails into tasks)
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 dispatch of reminders and notifications
- Synchronizing deadlines and task timelines
- Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communication
- QuickBooks + Google Workspace
- Automated export of financial reports
- Budget oversight and reconciliation with Sheets
- QuickBooks + Trello
- Linking projects to cost centers for financial monitoring
- Automatic task status updates based on budget progress
- Introduction to WhatsApp Business API / Twilio / WATI
- Core concepts and integration possibilities
- Use cases: task alerts, billing reminders, and customer follow-ups
- Practical workflows: “Event in Trello or QuickBooks → automatic WhatsApp message.”
- Combined Case Study: Project → accounting entry → automatic client notification via WhatsApp
4. Security, Governance, and Deployment
- Security and Access Control
- Secure authentication methods (OAuth, tokens)
- Roles, permissions, and data protection strategies
- Monitoring and Maintenance
- Overseeing active workflows
- Managing errors and alerts
- Scalability of integrations
- Documentation and Continuous Improvement
- Maintaining an integration registry and best practices
- Impact assessment through efficiency KPIs
- Final Practical Project: Designing an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for hands-on exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial professionals
- Project leaders and specialists driving innovation or digital transformation
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3900 € + VAT*
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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
