Course Outline
Transitioning from Manual Reports to Automated Workflows
- Mapping the existing manual reporting workflow
- Selecting automation candidates based on frequency, effort and risk
Configuring the Automation Environment
- Python, code editors and virtual environments
- Installing pandas, openpyxl and Selenium
Python Fundamentals and Reusable Scripts
- Variables, conditional logic, loops and lists
- Defining 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
- Importing sources into dataframes
- Filtering, joining and aggregating data
- Cleaning dates, financial figures and duplicates
Report Generation with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas and charts
- Generating output from an Excel template
Validation and Reconciliation of Results
- Verifying control totals and row counts
- Identifying duplicates and outliers
- Implementing quality gates prior to release
Claude for Script Development and Reusable Skills
- Prompting for automation code generation
- Reviewing and correcting generated code
- Packaging reusable skills for team adoption
Web Automation with Selenium and Chrome
- Locating elements, managing waits and navigation
- Securely signing in to internal portals
- Handling pagination, downloads and file management
Power BI and Excel Internal Sources
- Accessing published reports and data exports
- Managing shared folders and file lock conflicts
- Adapting to changed layouts and columns
Distributing Reports via Email and WhatsApp
- Sending emails via Gmail using app passwords
- Managing attachments, summaries and recipient lists
- Utilising business messaging templates and opt-in protocols
Orchestration with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging and exit codes
- Chaining steps into a unified pipeline
Unattended 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
- Securing credentials and enforcing least privilege
- Handling personal and regulated data responsibly
Documentation, Handover and the Automation Capstone
- Creating process documentation and runbooks
- Capstone: constructing a departmental report
- Executing the first scheduled run and review
Requirements
- No previous programming experience is necessary.
- Comfort with using 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 personnel responsible for recurring reporting.
- Team leaders and supervisors intending 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.
