Skill UI

This skill provides a comprehensive guide for deploying Navan's connections to major enterprise platforms, including ERP systems (NetSuite, Xero), HRIS (Workday), and Identity Providers (Okta, Azure AD). It covers best practices for expense sync, user provisioning (SCIM), and Single Sign-On (SAML/OIDC) using APIs and admin configurations, ensuring secure and accurate data flow across disparate business systems.

This skill provides an advanced guide for configuring robust enterprise governance within Navan. Administrators can define granular role hierarchies (e.g., Global Admin, Department Manager), establish department-specific travel policies (such as max hotel rates or preferred chains), and implement multi-tier, automated approval workflows. Use this when establishing strict policy enforcement and complex approval chains for a large, regulated organization.

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.

A structured playbook for diagnosing and resolving critical disruptions within the Navan travel platform. It guides users through severity classification (P1-P4), utilizing built-in AI assistants (Ava), and performing essential API health checks using tools like curl and jq. This runbook ensures a systematic approach to handling failures related to bookings, OAuth tokens, and expense syncing, minimizing downtime and providing clear escalation paths.

This comprehensive playbook provides an end-to-end guide for migrating from legacy Travel Management Systems (like SAP Concur or other TMCs) to Navan. It covers critical phases including data inventory, user provisioning (via SCIM/API), manual policy recreation, parallel system running, and the final cutover checklist. Use this guide for planning and executing complex travel system migrations.

A specialized AI agent designed to build and audit business models using Alexander Osterwalder’s comprehensive 9-block framework. It moves beyond mere filling of blocks, focusing on establishing the critical logical 'lock' between core components like Value Propositions, Customer Segments, and Cost Structures. This tool is ideal for initial business architecture design, auditing existing models for internal consistency (e.g., ensuring every key activity has a corresponding cost), or re-validating the core logic during a strategic pivot.

This skill provides comprehensive integration with the Podium API, a robust platform for managing business messaging, customer reviews, and payment processing. It utilizes OAuth2 authentication and REST API calls to automate complex business workflows, allowing users to retrieve location data, manage customer communications, and ensure reliable transaction handling. Ideal for automating customer service and core operational tasks within a SaaS business context.

This skill scans live websites or local codebases to detect all data collection signals, including cookies, analytics, forms, and third-party processors. It then generates a comprehensive, 12-section privacy policy tailored for GDPR and CCPA compliance. The system maps detected data touchpoints to specific legal bases (Consent, Contract, etc.), ensuring the resulting policy accurately reflects the actual data practices of your application or website.

This skill provides comprehensive integration patterns for the Procore construction management platform using its robust REST API and OAuth2 authentication. It is designed for automating critical construction workflows, such as managing project data, processing Requests for Information (RFIs), handling submittals, and interacting with core project management services programmatically.

This skill provides comprehensive integration with the Procore REST API, designed to automate core construction management workflows. Users can list company and project details, create detailed Requests for Information (RFIs) with specific subjects and assignees, and track submittal statuses. It is ideal for automating project documentation, communication, and status tracking within the construction industry.

A comprehensive guide for optimizing API calls and performance tuning within the Procore construction management platform. Learn implementation patterns using OAuth2 and the REST API to efficiently handle critical project management tasks, such as RFIs, submittals, and general project data retrieval.

This skill provides detailed instructions on implementing Procore API calls, focusing on OAuth2 authentication and robust error handling. It is crucial for automating tasks such as retrieving project data, managing RFIs, or handling submittals within a construction management workflow, ensuring reliable interaction while respecting API rate limits.