Spend, AP and travel management
Navan
Navan is listed here as a spend, accounts payable or travel management system.
Navan, formerly called TripActions, combines business travel booking and expense management in one product, used by travelers, travel managers, finance teams and executive assistants. Navan Travel books and manages trips within company spending limits, Navan Expense runs spending from card swipe to reconciliation, and a Payments area covers Navan corporate cards, Navan Connect for cards from the major networks, and reimbursements. Its records are bookings and itineraries, card transactions, expense reports and reimbursements, with out-of-policy transactions flagged, and it also has Navan Rewards points for booking under budget.
What these workflow templates do
Every workflow template below works from an export from a spend, accounts payable or travel management system and changes nothing in it.
Workflows for spend, accounts payable and travel management systems
No workflow template names Navan yet. The templates below are not written for Navan by name; each is written for a spend, accounts payable or travel management system.
Outside-counsel invoice questions Workflow template
Works from an export from a spend, accounts payable or travel management system.
Can see: outside-counsel invoice lines. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of Navan
A connector an AI assistant can use.
Published by Navan, as the maker's own page states.
Found in the maker's own documentation on 13 November 2026. Last checked on 13 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of Navan
A programming interface for software developers.
Published by Navan, as the maker's own page states.
Found in the maker's own documentation on 13 November 2026. Last checked on 13 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of Navan
A programming interface for software developers.
Published by Navan, as the maker's own page states.
Found in the maker's own documentation on 13 November 2026. Last checked on 13 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Navan is agreed when the work is scoped: a person who looks after Navan at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 13 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Navan MCP · MCP serverFound in the maker's own documentation
https://mcp.navan.com/mcpNavan's developer site describes a hosted MCP server through which AI assistants can query a company's Navan spend and travel data, limited to what each user's role allows.The maker’s page - Navan Expense API · Public APIFound in the maker's own documentation
https://api.navan.com/v1/expenseNavan's developer site describes an expense API that a company's systems can use with OAuth 2.0 client credentials to retrieve Navan expense transactions and, with write scope, update them.The maker’s page - Navan Booking API · Public APIFound in the maker's own documentationNavan's integrations page describes a booking API that connects a company's other systems to its booking data.The maker’s page