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Tutoriales 18 Sep, 2024

Python for Business Automation: Practical Tutorial

Learn to create your first automations with Python to optimize your company's processes with practical examples.

Equipo Pekka Soft

Published 18 Sep, 2024

Python has become the preferred language for business automation thanks to its simplicity and powerful libraries. In this tutorial we teach you the fundamentals.

Why Python for Automation?

  • Easy to learn: Clear and readable syntax
  • Extensive libraries: Solutions for almost any need
  • Active community: Thousands of resources and examples available
  • Cross-platform: Works on Windows, Mac and Linux

Essential Libraries

For Web Automation

  • Selenium: Browser control
  • Requests: HTTP calls
  • BeautifulSoup: HTML parsing

For Data

  • Pandas: Tabular data manipulation
  • OpenPyXL: Excel reading/writing
  • SQLAlchemy: Databases

For Email and Notifications

  • smtplib: Email sending
  • python-telegram-bot: Telegram notifications

Practical Example: Automatic Report

Imagine you need to generate a daily sales report:

import pandas as pd
from datetime import datetime
import smtplib

# Read sales data
sales = pd.read_excel('sales.xlsx')

# Filter today's sales
today = datetime.today().date()
today_sales = sales[sales['date'] == today]

# Calculate metrics
total = today_sales['amount'].sum()
count = len(today_sales)

# Send report by email
report = f"Today's sales: {count} transactions for ${total:,.2f}"
send_email(report)

Best Practices

  • Error handling: Always use try/except to catch errors
  • Logging: Log all actions for debugging
  • Environment variables: Never hardcode credentials
  • Modularity: Divide code into reusable functions

Next Steps

Once you master the basics, you can explore:

  • Scheduling with cron or Task Scheduler
  • REST APIs for integration with other systems
  • Databases for persistent storage
  • Docker containers for deployment

Need Help?

At Pekka Soft we develop custom automations with Python. From simple scripts to complex data processing systems.

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