Course Outline
Transitioning from Manual Reports to Automated Workflows
- Mapping existing manual reporting workflows
- Selecting candidates based on frequency, effort, and risk
Establishing the Automation Environment
- Python setup, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Script Reusability
- Variables, conditionals, loops, and lists
- Writing small functions and sequential script steps
- Interpreting and acting on error messages
File Management and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date stamping outputs
Data Processing with pandas
- Loading data sources into dataframes
- Filtering, joining, and aggregating datasets
- Cleaning dates, amounts, and removing duplicates
Generating Reports with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas, and charts
- Generating output driven by Excel templates
Validating and Reconciling Outcomes
- Performing control total and row count checks
- Identifying duplicates and outliers
- Implementing quality gates before release
Leveraging Claude for Scripting and Reusable Skills
- Prompting for automation code generation
- Reviewing and refining generated code
- Packaging reusable skills for team sharing
Web Automation with Selenium and Chrome
- Locating elements, managing waits, and navigating pages
- Secure sign-in to internal portals
- Handling pagination, downloads, and file operations
Sourcing Data from Power BI and Internal Excel
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to changes in layouts and columns
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 unified pipeline
Automated Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Using service accounts and run-as permissions
- Monitoring executions and retry behaviors
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Storing credentials and applying least privilege principles
- 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 prior programming experience is necessary.
- Proficiency in using Windows, Microsoft Excel, and a web browser.
- Practical understanding of the specific report or process to be automated.
Target Audience
- Business, operations, finance, and administrative staff handling recurring reports.
- Team leads and supervisors looking to disseminate 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.
