Course Outline
Transitioning from Manual Reporting to Automated Workflows
- Charting the existing manual report process
- Choosing targets based on frequency, effort, and risk
Establishing the Automation Workspace
- Python, code editor, and virtual environment setup
- Installing pandas, openpyxl, and Selenium
Core Python Concepts and Reusable Scripts
- Variables, conditional logic, loops, and lists
- Small functions and sequential script execution
- Interpreting and responding to error messages
Managing Files, Paths, and Data Formats
- Reading and writing CSV and Excel files
- Naming conventions, archiving, and date-stamping outputs
Data Processing with pandas
- Loading source data into dataframes
- Filtering, joining, and aggregating datasets
- Cleaning dates, figures, and duplicate entries
Generating Reports with openpyxl
- Writing results into Excel workbooks
- Applying formatting, formulas, and charts
- Driving output using an Excel template
Verifying and Reconciling Results
- Checking control totals and row counts
- Identifying duplicates and outliers
- Implementing quality gates before release
Using Claude for Script Creation and Reusable Skills
- Crafting prompts for automation code
- Reviewing and correcting generated code
- Packaging reusable skills for team use
Web Automation using Selenium and Chrome
- Locating elements, managing waits, and navigating pages
- Safely signing in to internal portals
- Handling pagination, downloads, and file operations
Power BI and Internal Excel Sources
- Accessing published reports and exports
- Managing shared folders and file lock conflicts
- Adapting to layout and column changes
Distributing Reports via Email and WhatsApp
- Sending Gmail messages using app passwords
- Managing attachments, summaries, and recipient lists
- Creating business messaging templates and managing opt-ins
Orchestrating with PowerShell
- Executing scripts and capturing output
- Managing parameters, logging, and exit codes
- Chaining steps into a single pipeline
Scheduling Unattended Tasks with Task Scheduler
- Creating and configuring scheduled tasks
- Setting up service accounts and run-as permissions
- Monitoring executions and retry mechanisms
Troubleshooting, Logging, and Security
- Implementing structured logs and error capture
- Securing credential storage and applying least privilege
- Handling personal and regulated data appropriately
Documentation, Handover, and the Automation Capstone
- Creating process documentation and runbooks
- Capstone project: building a departmental report
- First scheduled execution and review
Requirements
- No previous programming background is necessary.
- Comfort with Windows, Microsoft Excel, and web browsing.
- A solid understanding of the report or workflow intended for automation.
Target Audience
- Staff in business, operations, finance, and administration handling regular reporting duties.
- Supervisors and team leaders planning to propagate these skills within their teams.
- Analysts transitioning from manual reporting to automated data pipelines.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 5200 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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.
