Course Code: trelloqbgw
Duration: 20 hours
Prerequisites:

  • 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

Overview:

This course is designed for organizations seeking to optimize their processes by integrating different digital platforms used in daily operations, such as Trello, QuickBooks, Google Workspace, and the WhatsApp API.

This instructor-led, live training (online or onsite) guides participants through the process of connecting and automating workflows, improving project and financial control, and centralizing information to enhance decision-making.

By the end of this training, participants will be able to:

  • Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
  • Integrate communication via WhatsApp API with operational workflows.
  • Design multi-platform automation systems focused on efficiency and control.
  • Implement security and monitoring policies for active integrations.
  • Document and maintain automated processes in operation.

Format of the Course

  • Conceptual explanations and guided demonstrations.
  • Practical exercises applied to real-world operational scenarios.
  • Hands-on practice using company-specific data and tools.

Course Customization Options

  • Adapting the content to the company’s specific platforms and processes.
  • Including additional tools such as Zapier, Make/Integromat, or Power Automate.
  • Analyzing and designing real data integration flows.

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

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