https://github.com/caesarw0/sales-data-automation
The Sales Data Automation Bot Designed to automate the weekly process of downloading sales data, updating the intranet, and generating reports for a sales usecase. This bot simplifies repetitive tasks, enhancing efficiency and accuracy.
https://github.com/caesarw0/sales-data-automation
Last synced: about 2 months ago
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The Sales Data Automation Bot Designed to automate the weekly process of downloading sales data, updating the intranet, and generating reports for a sales usecase. This bot simplifies repetitive tasks, enhancing efficiency and accuracy.
- Host: GitHub
- URL: https://github.com/caesarw0/sales-data-automation
- Owner: caesarw0
- License: apache-2.0
- Created: 2024-06-18T15:52:57.000Z (almost 2 years ago)
- Default Branch: main
- Last Pushed: 2024-06-21T16:19:59.000Z (almost 2 years ago)
- Last Synced: 2026-04-28T00:34:45.580Z (about 2 months ago)
- Language: Python
- Size: 415 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
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README
# Sales Data Automation Bot
## Overview
This repository contains the `SalesDataAutomationBot`, which automates the process of downloading sales data, updating the intranet, and generating a weekly report.
## Features
- **Login**: Automates the login process to the intranet.
- **Download Sales Data**: Downloads the weekly sales data from the RobotSpareBin online sales application.
- **Update Intranet**: Enters the sales data for each representative into the intranet.
- **Generate Report**: Takes a screenshot of the updated intranet page and converts it to a PDF for the weekly newsletter.
## Flowchart
The following flowchart illustrates the process automated by the bot:
## Running the Bot
Follow these steps to set up and run the bot:
1. **Install Conda Environment**
First, create the Conda environment using the provided `conda.yaml` file:
```bash
conda env create --file conda.yaml
```
2. **Activate the Environment**
After creating the environment, activate it:
```bash
conda activate robocorp_env
```
3. **Run the Bot**
Finally, run the bot using the following command:
```bash
python -m robocorp.tasks run tasks.py
```
### Results
🚀 After running the bot, check out the `log.html` under the `output` -folder.
## Dependencies
We strongly recommend getting familiar with adding your dependencies in [conda.yaml](conda.yaml) to control your Python dependencies and the whole Python environment for your automation.
## Acknowledgements
This bot was built as part of completing the [Robocorp Automation Developer Certificate Level 1 - Python](https://robocorp.com/docs/courses/beginners-course-python).
Certificate:
