Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping existing manual reporting workflows
- Identifying automation candidates based on frequency, effort, and risk
Configuring the Automation Workbench
- Setting up Python, code editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripts
- Mastering variables, conditions, loops, and lists
- Creating small functions and sequential script steps
- Interpreting and responding to error messages
Managing Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Standardizing naming conventions, archiving, and date stamping outputs
Data Preparation Using pandas
- Importing sources into dataframes
- Filtering, joining, and aggregating datasets
- Cleaning dates, financial figures, and duplicate entries
Generating Reports with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Driving output generation from Excel templates
Validating and Reconciling Results
- Implementing control totals and row count verification
- Identifying duplicates and outliers
- Establishing quality gates prior to release
Leveraging Claude for Script Creation and Reusable Skills
- Crafting prompts for automation code generation
- Reviewing and refining generated code
- Packaging reusable skills for team use
Web Automation with Selenium and Chrome
- Element identification, waits, and navigation techniques
- Securely signing in to internal portals
- Handling pagination, downloads, and file management
Utilizing Power BI and Excel Internal Sources
- Accessing published reports and data exports
- Managing shared folders and file lock issues
- 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
- Creating business messaging templates and managing opt-ins
Orchestrating Workflows with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining steps into a cohesive pipeline
Automating Schedules with Task Scheduler
- Creating and configuring scheduled tasks
- Setting up service accounts and run-as permissions
- Monitoring executions and defining retry behaviors
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Securing credential storage and enforcing least privilege
- Handling personal and regulated data responsibly
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone project: Building 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 is expected.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Staff in business, operations, finance, and administration roles who manage recurring reports.
- Team leads and supervisors looking 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.
