Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping the existing manual reporting workflow
- Identifying automation candidates based on frequency, effort, and risk
Establishing the Automation Workspace
- Setting up Python, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripts
- Variables, conditions, loops, and lists
- Creating small functions and sequential script steps
- Interpreting and responding to error messages
File Management, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Standardizing naming conventions, archiving, and date stamping outputs
Data Preparation using pandas
- Loading data sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, amounts, and duplicate entries
Report Generation with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Generating output from Excel templates
Validating and Reconciling Results
- Performing control totals and row count checks
- Identifying duplicates and outliers
- Implementing quality gates prior to release
Using Claude for Script Creation and Reusable Skills
- Prompting for automation code
- Reviewing and refining generated code
- Creating reusable skills for team deployment
Web Automation with Selenium and Chrome
- Locating elements, managing waits, and navigation
- Securely signing into internal portals
- Handling pagination, downloads, and file processing
Power BI and Excel Internal Sources
- Accessing published reports and data exports
- Managing shared folders and file lock conflicts
- Adapting to changes in layouts and columns
Distributing Reports via Email and WhatsApp
- Sending Gmail messages using app passwords
- Managing attachments, summaries, and recipient lists
- Using business messaging templates and opt-in protocols
Orchestrating with PowerShell
- Executing scripts and capturing output
- 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 executions and retry mechanisms
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Securing credentials and enforcing least privilege
- Handling personal and regulated data responsibly
Documentation, Handover, and the Automation Capstone
- Creating process documentation and 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 standard web browser.
- Familiarity with the specific report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff managing recurring reports.
- Team leaders 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.
