Course Outline
1. Diagnosis and Foundations of Integration
- 
        Digital Ecosystems and Operational Automation
        
- Benefits and architecture of integrated systems
 - Types of integrations: native, via connectors, and API
 - Common tools: Zapier, Make, API Connector, Power Automate
 
 - 
        Internal Process Mapping
        
- Identification of current workflows and areas for improvement
 - Definition of objectives and efficiency metrics
 - Documentation of “as is” flows and “to be” design
 
 - Practical Example: Basic Gmail automation → Trello (incoming email → task creation)
 
2. Integrations between Trello and Google Workspace
- 
        Trello + Google Sheets and Drive
        
- Linking dashboards to control sheets
 - Automatic reporting and file uploading
 - Drive integration and version control
 
 - 
        Trello + Gmail and Calendar
        
- Automatic sending of reminders and notifications
 - Synchronization of delivery dates 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 control and reconciliation with Sheets
 
 - 
        QuickBooks + Trello
        
- Linking projects with cost centers and financial monitoring
 - Automatic task status updates according to budget progress
 
 - 
        Introduction to WhatsApp Business API / Twilio / WATI
        
- Basic concepts and integration options
 - Use cases: task notifications, billing reminders, customer follow-up
 - 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 (OAuth, tokens)
 - Roles, permissions, and data protection
 
 - 
        Monitoring and Maintenance
        
- Monitoring active flows
 - Error and alert management
 - Scalability of integrations
 
 - 
        Documentation and Continuous Improvement
        
- Integration registry and best practices
 - Impact assessment (efficiency KPIs)
 
 - Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp
 
Requirements
- Basic knowledge of Trello, QuickBooks, and Google Workspace
 - Access to these platforms for practical exercises
 
Audience
- Operations coordinators and managers
 - Administrative and financial staff
 - Project leaders and professionals responsible for innovation or digital transformation
 
Testimonials (5)
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
i like that it was easy to understand - not too technical
Kirthanya Pillay - Woolworths Financial Services
Course - FinOps Certified Practitioner (FOCP) Preparation
he was informative, shared a lot of material to reference
Siphokazi Mnyebeleza
Course - FinOps For Engineers
Personal service and orientated to my needs
ANN - New Vitality Clinic
Course - GnuCash for Business Accounting
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.