Skill UI

This skill guides users through optimizing corporate travel spending using the Navan platform. It covers analyzing historical booking data via REST API, configuring granular travel policies (flight/hotel caps), enforcing negotiated rates, tracking unused travel credits, and utilizing the Rewards program to maximize savings and ensure compliance for corporate expense management.

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.

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.

This skill analyzes complex legal contracts and agreements, identifying unfavorable, high-risk, or one-sided clauses regarding liability, IP, or termination. It generates a structured negotiation strategy document, providing prioritized counter-proposals, recommended replacement language, and professional talking points to guide users through high-stakes contract reviews before signing.

This workflow guides the setup of a complete two-way communication system using the Podium API. It demonstrates how to set up webhooks to automatically receive inbound messages, implement auto-reply logic, and programmatically send outbound replies. It is essential for businesses needing to unify customer messaging, manage reviews, and process payments through a single integrated channel.

This skill provides comprehensive integration patterns for the Podium platform via its REST API. It is designed to connect various business functions, including automated messaging, customer review management, and payment processing. The guide details implementing OAuth2 authentication, robust API calling patterns, and essential error handling (e.g., rate limiting, token refresh). Use this when integrating Podium into a larger application to streamline communication workflows.

A comprehensive guide and implementation pattern for integrating with the Procore platform using its REST API. This skill supports advanced project management workflows in construction, enabling users to automate tasks such as managing Requests for Information (RFIs), handling submittals, and interacting with company data via OAuth2 authentication. Use this when developing custom tools or scripts that require deep access to Procore project data.

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 assistant guides users through the structured process of creating comprehensive product briefs, PRDs, and feature specifications. It ensures that all critical elements—including problem statements, user value, success metrics, scope boundaries (in/out), and dependencies—are clearly defined before development begins, enabling effective product scoping and communication.

This guide provides essential implementation patterns and solutions for common API errors encountered when integrating with the RemoFirst platform. It addresses critical functions like global HR management, Employer of Record (EOR), and payroll processing, ensuring stable and compliant data handling for international employment scenarios.