Skill UI

This skill manages the end-to-end Navan expense reporting workflow. It allows users to retrieve detailed transaction data via API, automate multi-level approval workflows based on configured policies, and map expenses to specific General Ledger (GL) codes. It is designed to generate journal entry payloads for seamless synchronization with major accounting systems like NetSuite, Xero, and QuickBooks, streamlining financial reconciliation.

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.

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.