Course Outline
Transitioning from Manual Reports to Automated Workflows
- Mapping existing manual report workflows
- Selecting candidates based on frequency, effort, and risk
Establishing the Automation Workbench
- Python, code editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Script Reusability
- Variables, conditional logic, loops, and lists
- Basic functions and sequential script steps
- Interpreting and responding to error messages
Managing Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date-stamping outputs
Data Preparation Using pandas
- Loading sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, financial amounts, and duplicates
Report Generation with openpyxl
- Writing results into Excel workbooks
- Formatting, formulas, and chart creation
- Driving output generation from Excel templates
Validation and Result Reconciliation
- Control totals and row count verification
- Detecting duplicates and outliers
- Implementing quality gates before release
Utilizing Claude for Script Creation and Reusable Skills
- Prompting strategies for automation code
- Reviewing and correcting generated code
- Packaging reusable skills for team sharing
Web Automation via Selenium and Chrome
- Element location, waits, and navigation
- Secure sign-in to internal portals
- Handling pagination, downloads, and files
Integrating Power BI and Excel Internal Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to changed layouts and columns
Distributing Reports via Email and WhatsApp
- Sending Gmail messages using app passwords
- Managing attachments, summaries, and recipient lists
- Business messaging templates and opt-in management
Orchestrating Workflows with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining steps into a unified pipeline
Unattended Scheduling via Task Scheduler
- Creating and configuring scheduled tasks
- Service accounts and run-as permissions
- Monitoring runs and retry mechanisms
Troubleshooting, Logging, and Security
- Structured logging and error capture
- Credential storage and least privilege principles
- Handling personal and regulated data
Documentation, Handover, and the Automation Capstone
- Process documentation and runbooks
- Capstone: Constructing a departmental report
- Initial scheduled execution and review
Requirements
- No prior programming background is necessary.
- Proficiency with Windows, Microsoft Excel, and web browsers.
- Working knowledge of the specific report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff handling recurring reports.
- Team leads and supervisors seeking to impart these skills to their teams.
- 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.
