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For credentials committee chairs, medical staff office coordinators & medical executive committees

Draft the credentials committee agenda before every meeting

Before every credentials committee meeting, WebRun opens symplr, pulls every application, reappointment, and privileging file that has finished verification and is ready for review, and drafts the meeting agenda and packet summary in Outlook for your committee chair to review, edit, and send.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:30 AM WebRun
1 symplr find files ready for committee review
2 Outlook draft the agenda for chair review
Run a sample
In short

How do I automatically prepare the credentials committee meeting agenda?

Each week, WebRun checks symplr for every application, reappointment, and privileging file that has finished verification and is ready for committee review. It drafts the meeting agenda and a one line packet summary for each file in Outlook and leaves it unsent, so your credentials committee chair can review, edit, and send it to members on their own schedule.

  • The committee chair opens a ready to edit agenda draft instead of building one from scratch
  • Every file that finished verification is captured automatically, none get left off the agenda
  • Meeting prep time drops from hours of pulling files to minutes of review

Built for credentials committee chairs · medical staff office coordinators · medical executive committees · CVO teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.symplr.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    symplr - find files ready for committee review
    symplr.com How to Automate symplr
    WebRun in symplr: find files ready for committee review
    WebRun opens symplr to find files ready for committee review.
    • Open symplr Provider and pull every application, reappointment, and privileging file marked complete and ready for committee review
    • Confirm each file's verification, OPPE or FPPE summary, and required documentation are finished
    • Note the file type and provider name for each

    Done when Every file ready for committee review is identified and confirmed complete.

  3. 2
    Outlook - draft the agenda for chair review
    microsoft.com How to Automate Outlook
    WebRun in Outlook: draft the agenda for chair review
    WebRun opens Outlook to draft the agenda for chair review.
    • Draft the committee agenda listing each ready file, grouped by application, reappointment, and privileging items
    • Add a one line packet summary for each file
    • Leave the draft unsent, addressed to your committee chair to review, edit, and send to members

    Done when An Outlook draft agenda exists listing every file ready for committee review, awaiting the chair's review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.symplr.com
ScheduleRuns automatically on this cadence
Every Monday at 8:30 AM
DeliveryHow each run's result reaches you
Agenda draft · Outlook
OutputWhat each run produces - An Outlook draft agenda listing every application, reappointment, and privileging file ready for committee review, left unsent for the chair.
Draft email
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the agenda to committee members automatically?

No. WebRun drafts the agenda and packet summary in Outlook and leaves it unsent for your committee chair to review, edit, and send. Nothing reaches a committee member without human review first.

Which files does it include on the agenda?

Any application, reappointment, or privileging file marked complete in symplr, meaning verification, OPPE or FPPE review, and any required documentation are finished and ready for a committee decision.

What if a file is still missing something?

It is left off the draft agenda. Only files symplr shows as fully verified and ready for review are included, so the committee never votes on an incomplete file by mistake.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.