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Schulungsübersicht
1. Diagnosis and Foundations of Integration
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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
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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
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Trello + Google Sheets and Drive
- Linking dashboards to control sheets
- Automatic reporting and file uploading
- Drive integration and version control
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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
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QuickBooks + Google Workspace
- Automatic export of financial reports
- Budget control and reconciliation with Sheets
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QuickBooks + Trello
- Linking projects with cost centers and financial monitoring
- Automatic task status updates according to budget progress
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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
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Security and Access Control
- Secure authentication (OAuth, tokens)
- Roles, permissions, and data protection
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Monitoring and Maintenance
- Monitoring active flows
- Error and alert management
- Scalability of integrations
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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
Voraussetzungen
- 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
20 Stunden
Erfahrungsberichte (4)
Erfahrung des Trainers und seine Art, den Stoff zu vermitteln
Roggli Marc - Bechtle Schweiz AG
Kurs - FinOps
Maschinelle Übersetzung
Persönlicher Service und Orientierung an meinen Bedürfnissen
ANN - New Vitality Clinic
Kurs - GnuCash for Business Accounting
Maschinelle Übersetzung
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
Kurs - Financial Markets
Maschinelle Übersetzung
I was benefit from the interesting and clear ideas and suggestions.
Vincent van Walt
Kurs - A Practical Guide to Successful Pricing Strategies
Maschinelle Übersetzung
