Skill UI

Provides comprehensive steps for managing the Granola desktop app lifecycle. This guide covers performing manual or automatic version upgrades, resolving post-update issues, and executing complex subscription plan migrations (e.g., Basic to Enterprise). It details how to ensure data preservation during all transitions and includes managing team seats.

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.