Course Outline
Transitioning from Manual Reports to Automated Processes
- Mapping existing manual report workflows
- Prioritizing candidates based on frequency, effort, and risk
Configuring the Automation Environment
- Python setup, editor configuration, and virtual environments
- Installation of pandas, openpyxl, and Selenium
Python Fundamentals and Reusable Scripting
- Variables, conditionals, loops, and lists
- Simple functions and sequential script execution
- Interpreting and resolving error messages
File Management, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Standardized naming, archiving, and date-stamping of outputs
Data Manipulation with pandas
- Loading data sources into DataFrames
- Filtering, joining, and aggregating datasets
- Cleaning dates, numeric values, and removing duplicates
Generating Reports with openpyxl
- Populating Excel workbooks with results
- Applying formatting, formulas, and charts
- Generating outputs based on Excel templates
Validating and Reconciling Results
- Implementing control totals and row count verifications
- Identifying duplicates and outliers
- Establishing quality gates prior to release
Using Claude for Script Generation and Reusable Skills
- Prompting for automation code development
- Reviewing and refining AI-generated code
- Packaging reusable skills for team adoption
Web Automation with Selenium and Chrome
- Element location, wait strategies, and navigation
- Securely authenticating to internal portals
- Handling pagination, downloads, and file management
Integrating Power BI and Internal Excel Sources
- Accessing published reports and data exports
- Managing shared folders and file lock conflicts
- Adapting to layout and column changes
Distributing Reports via Email and WhatsApp
- Sending via Gmail using app passwords
- Managing attachments, summaries, and recipient lists
- Creating business messaging templates and opt-in protocols
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
- Configuring service accounts and run-as permissions
- Monitoring executions and managing retry logic
Troubleshooting, Logging, and Security Practices
- Implementing structured logging and error capture
- Secure credential storage and principle of least privilege
- Handling personal and regulated data compliance
Documentation, Handover, and the Automation Capstone
- Drafting process documentation and runbooks
- Capstone: Developing a departmental report from scratch
- Executing and reviewing the first scheduled run
Requirements
- No prior programming experience is necessary.
- Proficiency with Windows, Microsoft Excel, and standard web browsers.
- Familiarity with the specific report or process targeted for automation.
Target Audience
- Business, operations, finance, and administrative staff managing recurring reports.
- Team leads and supervisors seeking to upskill 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
the template provided. they will come in handy on my day to day duties
