Course Outline
Transitioning from Manual Reporting to Automated Processes
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- Mapping the existing manual reporting workflow\n \n
- Selecting candidates based on frequency, effort, and risk\n \n
Establishing the Automation Workspace
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- Setting up Python, the editor, and virtual environments\n \n
- Installing pandas, openpyxl, and Selenium\n \n
Python Fundamentals and Reusable Scripting
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- Variables, conditional logic, loops, and lists\n \n
- Creating small functions and sequential script steps\n \n
- Interpreting and acting upon error messages\n \n
File Management, Paths, and Data Formats
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- Reading and writing CSV and Excel files\n \n
- Standardizing naming conventions, archiving, and date stamping outputs\n \n
Data Processing with pandas
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- Importing data sources into dataframes\n \n
- Filtering, merging, and aggregating datasets\n \n
- Cleaning dates, financial amounts, and duplicates\n \n
Generating Reports with openpyxl
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- Populating Excel workbooks with results\n \n
- Applying formatting, formulas, and charts\n \n
- Driving output generation from Excel templates\n \n
Validating and Reconciling Results
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- Implementing control totals and row count verifications\n \n
- Identifying duplicates and statistical outliers\n \n
- Establishing quality gates prior to release\n \n
Using Claude for Script Generation and Reusable Skills
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- Crafting prompts for automation code\n \n
- Auditing and refining generated code\n \n
- Packaging reusable skills for team adoption\n \n
Web Automation via Selenium and Chrome
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- Element locating, waits, and navigation logic\n \n
- Securely authenticating to internal portals\n \n
- Handling pagination, downloads, and file management\n \n
Power BI and Internal Excel Sources
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- Accessing published reports and data exports\n \n
- Managing shared folders and file lock conflicts\n \n
- Adapting to layout and column changes\n \n
Distributing Reports via Email and WhatsApp
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- Sending via Gmail using app passwords\n \n
- Managing attachments, summaries, and recipient lists\n \n
- Creating business messaging templates and managing opt-ins\n \n
Orchestrating Workflows with PowerShell
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- Executing scripts and capturing output\n \n
- Managing parameters, logging, and exit codes\n \n
- Chaining steps into a unified pipeline\n \n
Unattended Scheduling via Task Scheduler
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- Creating and configuring scheduled tasks\n \n
- Managing service accounts and run-as permissions\n \n
- Monitoring execution and retry mechanisms\n \n
Troubleshooting, Logging, and Security
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- Implementing structured logs and error capture\n \n
- Secure credential storage and least privilege principles\n \n
- Handling personal and regulated data responsibly\n \n
Documentation, Handover, and the Automation Capstone
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- Writing process documentation and runbooks\n \n
- Capstone: Constructing a comprehensive departmental report\n \n
- Executing the first scheduled run and conducting a review\n \n
Requirements
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- No previous programming background is necessary.\n \n
- Proficiency with Windows, Microsoft Excel, and web browsers.\n \n
- A solid understanding of the specific report or process intended for automation.\n \n
Target Audience
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- Business, operations, finance, and administrative personnel managing recurring reports.\n \n
- Team leads and supervisors looking to transfer these capabilities to their teams.\n \n
- Analysts transitioning from manual reporting to automated data pipelines.\n \n
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.
