Course Outline
Transitioning from Manual Reporting to Automated Processes
- Mapping existing manual report workflows
- Prioritizing 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
- Understanding variables, conditions, loops, and lists
- Creating small functions and sequential script steps
- Interpreting and acting on 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 datasets
- Cleaning dates, amounts, and duplicate entries
Report Generation with openpyxl
- Populating results into Excel workbooks
- Applying formatting, formulas, and charts
- Generating outputs driven by Excel templates
Validating and Reconciling Results
- Implementing control totals and row count verification
- Identifying duplicates and statistical outliers
- Establishing quality gates before final 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 distribution
Web Automation via Selenium and Chrome
- Locating elements, managing waits, and navigating interfaces
- Securing sign-ins to internal portals
- Handling pagination, downloads, and file operations
Integrating Power BI and Excel Internal Sources
- Accessing published reports and data exports
- Managing shared folders and resolving file lock conflicts
- Adapting to changes in layouts and column structures
Distributing Reports via Email and WhatsApp
- Sending emails through Gmail using application passwords
- Managing attachments, summaries, and recipient lists
- Creating business messaging templates and managing opt-ins
Orchestrating Workflows with PowerShell
- Executing scripts and capturing system output
- Managing 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 execution and configuring retry behavior
Troubleshooting, Logging, and Security
- Implementing structured logging and error capture
- Managing credential storage and least privilege principles
- Handling personal and regulated data responsibly
Documentation, Handover, and the Automation Capstone
- Drafting process documentation and operational runbooks
- Capstone: Developing a departmental report automation
- 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.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Staff in business, operations, finance, and administration who manage recurring reports.
- Team leads and supervisors looking to propagate these skills within 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.
