Course Outline
From Manual Reporting to Automated Processes
- Mapping existing manual report workflows
- Identifying candidates based on frequency, effort, and risk
Establishing the Automation Environment
- Python, code editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripts
- Variables, conditionals, loops, and lists
- Small functions and sequential script steps
- Interpreting and responding to 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 data sources into dataframes
- Filtering, joining, and aggregating data
- Cleaning dates, financial amounts, and duplicates
Generating Reports with openpyxl
- Writing results into Excel workbooks
- Formatting, formulas, and chart creation
- Generating output from Excel templates
Validating and Reconciling Results
- Control totals and row count verification
- Detecting duplicates and outliers
- Implementing quality gates before release
Using Claude for Script Creation and Reusable Skills
- Prompting for automation code
- Reviewing and correcting generated code
- Packaging reusable skills for team use
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 Internal Excel Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to changed layouts and columns
Distributing Reports via Email and WhatsApp
- Sending via Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Business messaging templates and opt-in protocols
Orchestrating with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining steps into a single pipeline
Unattended Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Service accounts and run-as permissions
- Monitoring executions and retry behaviors
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 project: Building a departmental report
- First scheduled execution and review
Requirements
- No previous programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and web browsers.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff responsible for recurring reports.
- Team leads and supervisors who intend to disseminate 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.
