Course Outline
Transitioning from Manual Reports to Automated Processes
- Analyzing the existing manual report workflow
- Identifying candidates for automation based on frequency, effort, and risk
Establishing the Automation Workbench
- Setting up Python, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Script Reusability
- Working with variables, conditional logic, loops, and lists
- Developing small functions and sequential script steps
- Interpreting and acting upon error messages
Managing Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Implementing naming conventions, archiving, and date stamping for outputs
Data Preparation using pandas
- Loading data sources into dataframes
- Applying filters, joining datasets, and aggregating values
- Cleaning dates, monetary amounts, and duplicate entries
Generating Reports with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Generating outputs based on Excel templates
Validating and Reconciling Results
- Performing control totals and row count verifications
- Identifying duplicates and statistical outliers
- Implementing quality gates prior to release
Utilizing Claude for Script Creation and Skill Reuse
- Crafting prompts for automation code generation
- Auditing and refining generated code
- Encapsulating reusable skills for team sharing
Web Automation with Selenium and Chrome
- Navigating elements, managing waits, and handling page transitions
- Securing sign-ins to internal portals
- Managing pagination, downloads, and file handling
Integrating Power BI and Excel Internal Sources
- Accessing published reports and data exports
- Managing shared folders and resolving file lock conflicts
- Adapting to changes in layouts and column structures
Distributing Reports via Email and WhatsApp
- Sending via Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Implementing business messaging templates and opt-in protocols
Orchestrating with PowerShell
- Executing scripts and capturing output logs
- Managing parameters, logging, and exit codes
- Linking steps into a unified pipeline
Unattended Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Managing service accounts and run-as permissions
- Monitoring execution runs and retry mechanisms
Troubleshooting, Logging, and Security Practices
- Implementing structured logs and error capture
- Managing credential storage and least privilege principles
- Handling personal and regulated data securely
Documentation, Handover, and the Automation Capstone
- Creating process documentation and operational runbooks
- Capstone: Developing a departmental report
- Executing the first scheduled run and conducting a review
Requirements
- No previous programming experience is necessary.
- Proficiency in using Windows, Microsoft Excel, and a web browser.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Staff in business operations, finance, and administration who manage recurring reports.
- Team leaders and supervisors looking to equip their teams with these new skills.
- Analysts transitioning from manual reporting to automated data pipelines.
Testimonials (3)
I understand the basic flow of building a bot from start to finish
Dita Aura Febrian - PT Glostar Indonesia
Course - Integrated RPA for SAP Automation
the template provided. they will come in handy on my day to day duties
Lineo Nchaba - Revenue Services Lesotho
Course - UiPath for Business Analysts
He is very competent, organized, and he loves his job.
