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Automated Solventum CDI Worklist Digest

Every morning, WebRun opens Solventum 360 Encompass, pulls the full active worklist of open queries, unresolved gaps, and pending reviews across every CDI specialist, refreshes a shared Google Sheets tracker, emails each specialist their own personal worklist for the day, and posts the team wide summary counts to Microsoft Teams.

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Runs on WebRun · Strict Lockdown policy
Every day at 6:00 AM WebRunorchestrates each step
1 Solventum pull the full active CDI worklist
2 Google Sheets refresh the shared worklist tracker
3 Gmail email each specialist their worklist
4 Microsoft Teams post the team wide summary
In short

How do I give my CDI team one daily worklist digest instead of checking Solventum by hand?

WebRun opens Solventum 360 Encompass every morning, pulls the full active worklist of open queries, unresolved gaps, and pending reviews across your CDI team, refreshes a shared Google Sheets tracker, emails each specialist their own personal digest, and posts team wide summary counts to Microsoft Teams, so every specialist starts the day with a clear worklist.

  • Every specialist opens their inbox to a personal worklist instead of logging into Solventum cold
  • The shared tracker reflects today's full worklist every morning, not last week's export
  • Managers see team wide load in Teams without pulling a report by hand

Built for CDI specialists · CDI managers · HIM departments · hospital CDI programs

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.solventum.com/en-us/home/health-information-technology/solutions/360-encompass-cdi in a real browser with your saved login - no setup, no API keys.

  2. 1
    Solventum - pull the full active CDI worklist
    solventum.com
    WebRun in Solventum: pull the full active CDI worklist
    WebRun opens Solventum to pull the full active CDI worklist.
    • Open Solventum 360 Encompass and pull every active item across the CDI worklist: open queries, unresolved gaps, and pending reviews
    • Capture the assigned specialist, patient account number, item type, and priority for each
    • Group items by the specialist they're assigned to

    Done when Every active worklist item is captured with its assigned specialist and priority.

  3. 2
    Google Sheets - refresh the shared worklist tracker
    google.com
    WebRun in Google Sheets: refresh the shared worklist tracker
    WebRun opens Google Sheets to refresh the shared worklist tracker.
    • Open the shared CDI Worklist Tracker
    • Replace yesterday's rows with today's full worklist, tab by specialist
    • Keep a rolling count of items per specialist at the top of each tab

    Done when The shared tracker reflects today's complete worklist, organized by specialist.

  4. 3
    Gmail - email each specialist their worklist
    gmail.com
    WebRun in Gmail: email each specialist their worklist
    WebRun opens Gmail to email each specialist their worklist.
    • Send each CDI specialist a personal digest email listing only their assigned items for the day
    • Sort each specialist's list by priority, highest first
    • Link to their tab in the shared tracker for full detail

    Done when Every CDI specialist has their own worklist digest in their inbox.

  5. 4
    Microsoft Teams - post the team wide summary
    microsoft.com
    WebRun in Microsoft Teams: post the team wide summary
    WebRun opens Microsoft Teams to post the team wide summary.
    • Post the team wide summary to the CDI channel: total open queries, gaps, and pending reviews
    • Note which specialist has the heaviest load today
    • Link to the shared Google Sheets tracker

    Done when The CDI team has today's summary counts in Teams with a link to the full tracker.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.solventum.com/en-us/home/health-information-technology/solutions/360-encompass-cdi
ScheduleRuns automatically on this cadence
Every day at 6:00 AM
DeliveryHow each run's result reaches you
Worklist digest · Microsoft Teams
OutputWhat each run produces - A refreshed Google Sheets tracker, a personal Gmail digest per specialist, and a team summary in Teams.
Spreadsheet + digest
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

Does everyone see everyone else's worklist?

Each specialist's Gmail digest only lists their own assigned items. The shared Google Sheets tracker and the Teams summary show counts and totals across the team, not one specialist's full detail broadcast to everyone.

Does it reassign items between specialists?

No. WebRun reads the assignments already set in Solventum 360 Encompass. Reassigning a query or a chart between specialists stays a manual decision made inside Solventum.

What if a specialist is out that day?

Their digest still sends with their assigned items, and their tab in the tracker still refreshes, so nothing is lost. Reassigning their caseload is a manual step for the CDI manager.

Keep going

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