Course Outline
Transitioning from Manual Reports to Automated Workflows
- Analyzing existing manual reporting processes
- Selecting appropriate candidates based on frequency, workload, and risk
Establishing the Automation Environment
- Setting up Python, code editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Core Python Concepts and Reusable Scripts
- Understanding variables, conditions, loops, and lists
- Creating small functions and sequential script steps
- Interpreting and addressing error messages
File Management, Paths, and Data Structures
- Reading and writing CSV and Excel files
- Standardizing naming conventions, archiving, and date stamping outputs
Data Processing with pandas
- Importing data sources into dataframes
- Filtering, merging, and aggregating data points
- Cleaning dates, numerical values, and removing duplicates
Generating Reports with openpyxl
- Populating results into Excel workbooks
- Applying formatting, formulas, and charts
- Generating output based on an existing Excel template
Verifying and Reconciling Results
- Performing control totals and row count validation
- Identifying duplicates and anomalies
- Implementing quality checks before final release
Leveraging Claude for Code Creation and Reusable Capabilities
- Crafting prompts for automation code generation
- Reviewing and refining generated code
- Packaging reusable skills for team-wide use
Web Automation using Selenium and Chrome
- Element location, timing controls, and navigation
- Securely authenticating to internal portals
- Handling pagination, downloads, and file management
Utilizing Power BI and Excel as Internal Sources
- Accessing published reports and data exports
- Managing shared folders and file lock issues
- Adapting to changes in layout and column structures
Distributing Reports via Email and WhatsApp
- Sending emails using Gmail and app-specific 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
- Linking steps into a unified pipeline
Unsupervised Scheduling via Task Scheduler
- Creating and setting up scheduled tasks
- Configuring service accounts and run-as permissions
- Monitoring executions and retry mechanisms
Troubleshooting, Logging, and Security Best Practices
- Implementing structured logging and error capture
- Storing credentials securely and applying least privilege
- Handling personal and regulated data responsibly
Documentation, Handover, and the Automation Capstone
- Drafting process documentation and operational runbooks
- Capstone: Developing a comprehensive departmental report
- Executing the first scheduled run and conducting a review
Requirements
- Previous programming experience is not necessary.
- Proficiency with Windows, Microsoft Excel, and web browsers.
- Understanding of the specific report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative personnel handling recurring reports.
- Team leaders and managers looking to transfer these skills to their staff.
- 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.
