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Course Outline
1. Diagnosis and Integration Fundamentals
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Digital Ecosystems and Operational Automation
- Advantages and structural design of integrated systems
- Integration types: native, connector-based, and API-driven
- Standard tools: Zapier, Make, API Connector, Power Automate
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Internal Process Mapping
- Recognizing existing workflows and identifying improvement areas
- Setting goals and defining efficiency metrics
- Documenting current "as is" flows and designing "to be" states
- Practical Example: Basic Gmail automation to Trello (incoming email to task creation)
2. Trello and Google Workspace Integration
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Trello + Google Sheets and Drive
- Connecting dashboards to tracking sheets
- Automated reporting and file uploads
- Drive connectivity and version management
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Trello + Gmail and Calendar
- Automated reminders and notifications
- Syncing deadlines and tasks
- Case Study: Collaborative project management in Trello with automated Google Sheets dashboards
3. QuickBooks Integration and Automated Communication
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QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget oversight and reconciliation with Sheets
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QuickBooks + Trello
- Linking projects to cost centers for financial tracking
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Overview of WhatsApp Business API, Twilio, and WATI
- Core concepts and integration pathways
- Use cases: task alerts, billing reminders, client follow-ups
- Practical workflows: "Trello or QuickBooks event to automatic WhatsApp message."
- Comprehensive Case Study: Project to accounting entry to automatic client notification via WhatsApp
4. Security, Oversight, and Deployment
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Security and Access Management
- Secure authentication methods (OAuth, tokens)
- Roles, permissions, and data safeguards
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Monitoring and Maintenance
- Tracking active integrations
- Handling errors and alerts
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Documentation and Continuous Improvement
- Integration registries and best practices
- Impact analysis (efficiency KPIs)
- Final Practical Project: Designing a unified workflow combining Trello, QuickBooks, Google Workspace, and automatic WhatsApp notifications
Requirements
- Foundational familiarity with Trello, QuickBooks, and Google Workspace
- Access to these platforms for hands-on exercises
Target Audience
- Operations coordinators and managers
- Administrative and financial personnel
- Project leads and professionals managing innovation or digital transformation
20 Hours
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*
Contact us for an exact quote and to hear our latest promotions
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
