assistant-skills/navan-expense/SKILL.md

name	description
navan-expense	Submit work expenses through Navan via Okta SSO using Chrome browser control. Triggers when user mentions: - "submit an expense" - "navan expense" - "file an expense" - "upload receipt"

Navan Expense Submission

Submits work expenses through Navan (Verkada's expense system) by navigating Okta SSO and using Navan's AI expense chat to upload receipts and fill out expense forms.

Quick Usage (Already Configured)

Submit an expense with a receipt

The user will provide:

1. A receipt image file (full local path)
2. The expense category (e.g., "Traveling: other", "Traveling: meals for myself")

Flow

1. Navigate to Okta - Go to https://verkada.okta.com and wait for the dashboard to load
2. Open Navan - Click the "Navan" app link. It opens in a new tab. Switch to that tab via list_pages and select_page.
3. Go to Expense page - The travel home page loads first. Navigate directly to https://app.navan.com/app/liquid/user/home
4. Click "New transaction" - This opens a menu with options. Click "Add receipts" (uid will vary).
5. Use AI chat - A beta AI expense chat dialog appears. Click "Generate with AI" to open the chat interface.
6. Upload receipt - Click the "Attach file" button inside the iframe, then use upload_file to upload the receipt image.
7. Send receipt - Click the Send button to process the receipt via OCR.
8. Wait for processing - Wait for text like "receipt processed successfully" to appear (can take up to 30s).
9. Review parsed data - The AI will show: merchant, amount, date, location, expense type, GL code, etc.
10. Correct expense type - If the AI picks the wrong category, type a correction in the chat: e.g., "Change the expense type to Traveling: other" and send it. Wait for confirmation.
11. Check with user - Show the parsed expense details and confirm before submitting.
12. Submit - When approved, click the "Submit this expense" button. Wait for "Success!" heading.

Key URLs

Page	URL
Okta Dashboard	https://verkada.okta.com
Navan Travel Home	https://app.navan.com/app/user2/home?tripType=corporate
Navan Expense	https://app.navan.com/app/liquid/user/home

Common Gotchas

• Okta verification delay: Okta may show a "Verifying your identity" page for a few seconds. Use wait_for with a generous timeout.
• Navan opens in new tab: Clicking the Navan app from Okta opens it in a new browser tab. Always check list_pages and use select_page to switch.
• Travel home loads first: The direct Navan SSO link lands on the travel booking page, not expenses. Navigate directly to the expense URL.
• "New transaction" menu is a dropdown: Clicking it reveals options like "Add receipts", "Type in details", etc. Don't assume it navigates directly.
• AI chat lives in an iframe: The expense chat is inside an iframe. Snapshots need to traverse into it. The iframe's RootWebArea is accessible in the a11y tree.
• OCR can take 10-30 seconds: After uploading and sending a receipt, the AI needs time to process. Use a 30s timeout on wait_for.
• Expense type may be wrong: The AI categorizes automatically but can miss. Always ask the user to confirm and correct via chat.
• Date parsing: The AI reads the receipt date. The screenshot filename date (e.g., 20260402) may differ from the transaction date on the receipt itself. Trust the OCR, not the filename.
• No credentials needed: Everything goes through the existing browser Okta session. No API keys or env vars required.

Input Requirements

From the user you need:

1. File path to the receipt image (e.g., /Users/connor.rhodes/Downloads/Screenshot_20260402-101332.png)
2. Expense category (e.g., "Traveling: other")
3. Any corrections to the AI-parsed data before submission

Expense Categories (Verkada/Navan)

Common categories seen in the system:

• Traveling: other
• Traveling: meals for myself
• Traveling: taxi & rideshare
• Airfare & fees
• Lodging
• Distance Driven
• Personal Professional Development