Course Outline
Transitioning from Manual Reports to Automated Workflows
- Mapping existing manual report workflows
- Identifying automation candidates based on frequency, effort, and risk
Configuring the Automation Workbench
- Python, code editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripting
- Variables, conditionals, loops, and lists
- Small functions and sequential script execution
- Interpreting and acting on error messages
Managing Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date-stamping outputs
Data Preparation using pandas
- Loading data sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, monetary values, and duplicates
Generating Reports with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Generating output from an Excel template
Validating and Reconciling Results
- Implementing control totals and row count checks
- Detecting duplicates and outliers
- Establishing quality gates before release
Leveraging Claude for Script Generation and Reusable Skills
- Crafting prompts for automation code
- Reviewing and refining generated code
- Packaging reusable skills for team distribution
Web Automation with Selenium and Chrome
- Element location, waits, and navigation strategies
- Securely signing in to internal portals
- Handling pagination, downloads, and file management
Integrating Power BI and Internal Excel Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to changed layouts and column structures
Distributing Reports via Email and WhatsApp
- Sending emails from Gmail using app 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
- Chaining steps into a unified pipeline
Scheduling Unattended Tasks with Task Scheduler
- Creating and configuring scheduled tasks
- Using service accounts and run-as permissions
- Monitoring execution and retry mechanisms
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
- Creating process documentation and runbooks
- Capstone: Building a departmental report
- Executing the first scheduled run and review
Requirements
- No previous programming experience is necessary.
- Basic proficiency with Windows, Microsoft Excel, and a web browser.
- A clear understanding of the specific report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff managing recurring reports.
- Team leaders and supervisors responsible for upskilling 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.
