Skill UI

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.

This checklist guides the implementation and integration process for RemoFirst, a comprehensive global HR, EOR (Employer of Record), and payroll platform. It provides API patterns and best practices for managing global employment compliance, retrieving employee data, and ensuring a smooth production setup across diverse international jurisdictions.

This comprehensive guide details the configuration of Salesforce's multi-layered security model, including Profiles, Permission Sets, Roles, Organization-Wide Defaults (OWD), and Sharing Rules. It is essential for implementing robust Role-Based Access Control (RBAC) and integrating advanced features like SAML SSO, ensuring users only access necessary data.

This comprehensive guide provides a full walkthrough of integrating with the SalesLoft API. It demonstrates core functionalities such as listing, creating, and updating contact records (People), and managing membership in automated sales sequences (Cadences). Ideal for initial API setup, complex system testing, or implementing structured sales outreach features.

This skill provides a comprehensive guide to implementing Shopify Plus B2B and wholesale features. It covers the entire setup lifecycle, including creating dedicated wholesale companies, setting up custom product catalogs, configuring tiered wholesale pricing (discounts and fixed prices), and processing B2B draft orders with purchase order numbers and specific payment terms. Ideal for e-commerce businesses scaling into wholesale partnerships.