Skill UI

Configure robust role-based access control (RBAC) for Granola workspaces, essential for enterprise-level data security and governance. This guide details setting up role hierarchies (Owner, Admin, Member, Viewer), defining granular permissions, integrating SSO/SCIM for automated provisioning, and implementing least-privilege access principles. It also covers advanced features like per-workspace sharing policies and detailed audit logging to ensure regulatory compliance.

This skill provides comprehensive management for Navan organizational entities, including users, departments, cost centers, and approval chains. It supports user lifecycle management via SCIM 2.0 provisioning (integrating with Okta, Entra ID) and enables detailed auditing of user access and structural compliance. Essential for large organizations managing complex travel policies and identities.

Generates a comprehensive, structured onboarding package for new marketing clients and service engagements. This workflow covers everything from the initial kickoff meeting agenda and deep discovery questionnaire to defining stakeholder roles (RACI), setting 30-60-90 day milestones, managing access provisioning, and establishing clear communication and escalation protocols for a smooth project start.