Course Outline
Transitioning from Manual Reporting to Automated Workflows
- Mapping existing manual report processes
- Selecting automation candidates based on frequency, effort, and risk
Configuring the Automation Environment
- Setting up Python, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Script Reusability
- Core concepts: variables, conditions, loops, and lists
- Writing small functions and sequential script steps
- Interpreting and responding to 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 data
- Cleaning dates, values, and removing duplicates
Generating Reports with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas, and charts
- Generating output from Excel templates
Validating and Reconciling Results
- Implementing control totals and row count checks
- Identifying duplicates and outliers
- Establishing quality gates before release
Using Claude for Code Generation and Skill Development
- Prompting Claude for automation code
- Reviewing and refining generated code
- Packaging reusable skills for team use
Web Automation with Selenium and Chrome
- Locating elements, managing waits, and navigation
- Safely signing in to internal portals
- Handling pagination, downloads, and file operations
Integrating Power BI and Excel Sources
- Accessing published reports and data exports
- Managing shared folders and file lock issues
- Adapting to layout and column changes
Distributing Reports via Email and WhatsApp
- Sending emails from Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Creating business messaging templates and handling opt-ins
Orchestrating Processes 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
- Managing service accounts and run-as permissions
- Monitoring executions and retry mechanisms
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Storing credentials securely and applying least privilege
- Handling personal and regulated data responsibly
Documentation, Handover, and the Capstone Project
- Creating process documentation and runbooks
- Capstone: Building a departmental report
- Executing the first scheduled run and reviewing results
Requirements
- No previous programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and web browsers.
- Familiarity with the specific report or process targeted for automation.
Target Audience
- Business, operations, finance, and administrative staff handling recurring reports.
- Team leads and supervisors looking to transfer 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.
