Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping the existing manual report workflow
- Selecting automation candidates based on frequency, effort, and risk
Setting Up the Automation Workbench
- Python, editor setup, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Essentials and Reusable Scripts
- Variables, conditions, loops, and lists
- Small functions and sequential script execution
- Interpreting and acting on error messages
Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date stamping outputs
Data Preparation with pandas
- Loading sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, amounts, and duplicates
Report Generation with openpyxl
- Writing results into Excel workbooks
- Formatting, formulas, and charts
- Generating output from an Excel template
Validation and Reconciliation of Results
- Control totals and row count checks
- Detecting duplicates and outliers
- Establishing quality gates before release
Claude for Script Creation and Reusable Skills
- Prompting for automation code generation
- Reviewing and correcting generated code
- Packaging reusable skills for the team
Web Automation with Selenium and Chrome
- Locating elements, managing waits, and navigation
- Securely signing in to internal portals
- Handling pagination, downloads, and files
Power BI and Excel Internal Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to changed layouts and columns
Report Distribution via Email and WhatsApp
- Gmail sending using app passwords
- Managing attachments, summaries, and recipient lists
- Business messaging templates and opt-in protocols
Orchestration with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining 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 behaviours
Troubleshooting, Logging, and Security
- Structured logging and error capture
- Credential storage and least privilege principles
- Handling personal and regulated data
Documentation, Handover, and the Automation Capstone
- Process documentation and runbooks
- Capstone: building a departmental report
- Initial scheduled execution and review
Requirements
- No prior programming experience is necessary.
- Proficiency in using Windows, Microsoft Excel, and a web browser.
- A working understanding of the report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff responsible for recurring reports.
- Team leads and supervisors looking to pass these skills on 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.
