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.

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 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 provides implementation patterns for integrating with the Procore platform using its REST API. It is designed for cost tuning functionalities, which are essential for comprehensive project management, handling Requests for Information (RFIs), and managing submittals within complex construction environments. It covers OAuth2 authentication flow and provides practical API call examples.

This workflow integrates with the Ramp API for advanced corporate card and expense management. It allows users to programmatically issue virtual cards, set and modify spending limits, and perform card lifecycle actions such as suspension or termination. Ideal for automating corporate financial processes, expense tracking, and accounting synchronization.

This workflow integrates with the Ramp API to manage corporate card transactions and expenses. It allows users to list, filter, and retrieve detailed transaction data, and crucially, sync these expenses directly to an accounting system (ERP). The process includes mapping transactions to general ledger accounts, making it ideal for finance teams handling expense reconciliation and accounting processes.

This skill provides comprehensive API integration for managing corporate cards, tracking expenses, and synchronizing financial data using the Ramp Developer API. It supports OAuth2 authentication and is ideal for automating accounting workflows, financial reconciliation, and business expense reporting.

This skill provides secure API integration patterns and implementation details for RemoFirst, a platform managing global HR, EOR, and payroll services. Use this when automating complex global employment workflows, retrieving employee data, or ensuring multi-jurisdictional payroll compliance.

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.