Course Outline
Transitioning from Manual Reporting to Automated Workflows
- Mapping existing manual report workflows
- Selecting automation candidates based on frequency, effort, and risk
Establishing the Automation Environment
- Configuring Python, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Script Reusability
- Working with variables, conditions, loops, and lists
- Creating small functions and sequential script steps
- Interpreting and acting upon error messages
File Management, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date stamping outputs
Data Preparation Using pandas
- Loading data sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, monetary values, and duplicates
Report Generation with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas, and charts
- Generating output from Excel templates
Validating and Reconciling Results
- Checking control totals and row counts
- Identifying duplicates and outliers
- Implementing quality gates before release
Leveraging Claude for Scripting and Reusable Skills
- Prompting Claude for automation code
- Reviewing and correcting generated code
- Packaging reusable skills for team adoption
Web Automation with Selenium and Chrome
- Element location, waits, and navigation
- Securely signing in to internal portals
- Managing pagination, downloads, and file handling
Utilizing Power BI and Excel as Internal Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to layout and column changes
Distributing Reports via Email and WhatsApp
- Sending Gmail messages using app passwords
- Managing attachments, summaries, and recipient lists
- Creating business messaging templates and opt-in protocols
Orchestrating with PowerShell
- Executing scripts and capturing output
- Handling parameters, logging, and exit codes
- Chaining steps into a unified pipeline
Unattended Scheduling via Task Scheduler
- Creating and configuring scheduled tasks
- Setting up service accounts and run-as permissions
- Monitoring executions and retry behaviors
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Securing credential storage and enforcing least privilege
- Handling personal and regulated data
Documentation, Handover, and Automation Capstone
- Creating process documentation and runbooks
- Capstone: Building a departmental report
- Executing the first scheduled run and reviewing results
Requirements
- No previous programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and web browsers.
- Practical understanding of the specific report or process requiring automation.
Target Audience
- Staff in business, operations, finance, and administration responsible for recurring reports.
- Team leaders and supervisors seeking to impart these skills to their respective 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.
