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Duration 20 hours
Course Outline
1. Diagnostic Assessment and Integration Fundamentals
- Digital Ecosystems and Operational Automation
- Advantages and architecture of unified systems
- Categorization of integrations: native, connector-based, and API-driven
- Commonly used tools: Zapier, Make, API Connector, and Power Automate
- Mapping Internal Processes
- Identifying existing workflows and pinpointing areas for enhancement
- Setting clear objectives and defining efficiency metrics
- Documenting current "as-is" flows and designing "to-be" architectures
- Practical Illustration: Basic Gmail automation feeding into Trello (incoming email triggering task creation)
2. Linking Trello with Google Workspace
- Trello integration with Google Sheets and Drive
- Connecting dashboards to monitoring spreadsheets
- Automating reporting and file uploads
- Managing Drive integration and version control
- Trello integration with Gmail and Calendar
- Automating the distribution of reminders and alerts
- Aligning task schedules with delivery dates
- Case Study Application: Collaborative project management in Trello supported by automated dashboards in Google Sheets
3. QuickBooks Integrations and Automated Communications
- QuickBooks integration with Google Workspace
- Automated generation and export of financial reports
- Budget oversight and reconciliation using Sheets
- QuickBooks integration with Trello
- Associating projects with cost centers for financial tracking
- Automating task status updates based on budget progress
- Overview of WhatsApp Business API / Twilio / WATI
- Core concepts and available integration pathways
- Practical applications: task alerts, billing reminders, and customer follow-ups
- Workflow example: Triggering automatic WhatsApp messages from events in Trello or QuickBooks.
- Integrated Case Study: Connecting project milestones to accounting records, followed by automatic client notifications via WhatsApp
4. Security, Oversight, and Implementation
- Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Configuring roles, permissions, and data safeguards
- Monitoring and Upkeep
- Tracking active automation flows
- Handling errors and managing alerts
- Ensuring the scalability of integrations
- Documentation and Ongoing Enhancement
- Maintaining an integration registry and adhering to best practices
- Evaluating impact through efficiency KPIs
- Capstone Practical Project: Engineering a unified workflow that leverages Trello, QuickBooks, Google Workspace, and automated WhatsApp notifications
Requirements
- Familiarity with Trello, QuickBooks, and Google Workspace
- Active access to these platforms to facilitate practical exercises
Target Audience
- Operations coordinators and managers
- Administrative and finance professionals
- Project leads 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 4800 € + 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
