Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping the existing manual reporting workflow
- Identifying automation candidates based on frequency, effort, and risk
Configuring the Automation Environment
- Python setup, editors, and virtual environments
- Installing pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripts
- Variables, conditional logic, loops, and lists
- Basic functions and sequential script structures
- Interpreting and acting on error messages
File Management, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Standardized naming, archiving, and date stamping of outputs
Data Preparation Using pandas
- Loading data sources into dataframes
- Filtering, joining, and aggregating datasets
- Cleaning dates, financial figures, and removing duplicates
Generating Reports with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas, and charts
- Using Excel templates to drive report output
Validating and Reconciling Results
- Checking control totals and row counts
- Identifying duplicates and outliers
- Implementing quality gates before distribution
Using Claude for Script Creation and Reusable Skills
- Prompt engineering for automation code
- Reviewing and refining generated code
- Packaging reusable skills for team use
Web Automation with Selenium and Chrome
- Element location, waits, and navigation controls
- Securely signing in to internal portals
- Handling pagination, downloads, and file management
Integrating Power BI and Excel Internal 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 via Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Setting up business messaging templates and consent opt-ins
Orchestration with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Linking steps into a unified pipeline
Unattended Scheduling with Task Scheduler
- Creating and configuring scheduled tasks
- Managing service accounts and run-as permissions
- Monitoring execution and retry logic
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Secure credential storage and least privilege principles
- Handling personal and regulated data appropriately
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone project: Developing a departmental report
- Executing the first scheduled run and conducting a review
Requirements
- No previous programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and a web browser.
- A solid understanding of the specific report or process intended for automation.
Target Audience
- Business, operations, finance, and administrative staff handling recurring reports.
- Team leads and supervisors looking to impart these skills to their teams.
- Analysts transitioning from manual reporting to automated data pipelines.
Testimonials (2)
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
Individualized attention to our questions and problems.
Marcel Furrer - HOCH Health Ostschweiz
Course - UiPath: Deploying a Robotic Workforce
Machine Translated
