Course Outline

1. Diagnosis and Foundations of Integration

  • Digital Ecosystems and Operational Automation
    • Benefits and architecture of integrated systems for government operations
    • Types of integrations: native, via connectors, and API-based
    • Common tools: Zapier, Make, API Connector, Power Automate
  • Internal Process Mapping
    • Identification of current workflows and areas for improvement in government processes
    • Definition of objectives and efficiency metrics for government operations
    • Documentation of “as is” flows and “to be” design for government workflows
  • Practical Example: Basic Gmail automation → Trello (incoming email → task creation) for government use

2. Integrations between Trello and Google Workspace

  • Trello + Google Sheets and Drive
    • Linking dashboards to control sheets for enhanced government oversight
    • Automatic reporting and file uploading for streamlined government operations
    • Drive integration and version control for secure document management in government
  • Trello + Gmail and Calendar
    • Automatic sending of reminders and notifications to improve government efficiency
    • Synchronization of delivery dates and tasks for better project management in government
  • Applied Case Study: Collaborative project management in Trello with automated dashboards in Google Sheets, tailored for government use

3. QuickBooks Integrations and Automated Communication

  • QuickBooks + Google Workspace
    • Automatic export of financial reports for enhanced transparency in government
    • Budget control and reconciliation with Sheets to ensure fiscal responsibility in government
  • QuickBooks + Trello
    • Linking projects with cost centers and financial monitoring for improved accountability in government
    • Automatic task status updates according to budget progress to enhance project management in government
  • Introduction to WhatsApp Business API / Twilio / WATI
    • Basic concepts and integration options for government communications
    • Use cases: task notifications, billing reminders, customer follow-up in government services
    • Practical workflows: “Event in Trello or QuickBooks → automatic message via WhatsApp” for efficient government operations
  • Combined Case Study: Project → accounting record → automatic notification to client via WhatsApp, designed for government use

4. Security, Control, and Deployment

  • Security and Access Control
    • Secure authentication (OAuth, tokens) to protect government data
    • Roles, permissions, and data protection for government systems
  • Monitoring and Maintenance
    • Monitoring active flows in government integrations
    • Error and alert management to ensure continuous government operations
    • Scalability of integrations for growing government needs
  • Documentation and Continuous Improvement
    • Integration registry and best practices for government use
    • Impact assessment (efficiency KPIs) to measure government performance
  • Final Practical Project: Design of an integrated workflow combining Trello, QuickBooks, Google Workspace, and automatic notifications via WhatsApp for government operations

Requirements

  • Fundamental understanding of Trello, QuickBooks, and Google Workspace
  • Access to these platforms for hands-on exercises

Audience

  • Operations coordinators and managers
  • Administrative and financial personnel
  • Project leaders and professionals overseeing innovation or digital transformation initiatives for government
 20 Hours

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