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navan-cost-tuning Use when optimizing travel spend with Navan's policy engine, analyzing booking patterns for savings, and configuring the Navan Rewards program.
Trigger with "navan cost tuning" or "navan travel savings" or "navan spend optimization".
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name navan-cost-tuning description Use when optimizing travel spend with Navan's policy engine, analyzing booking patterns for savings, and configuring the Navan Rewards program.
Trigger with "navan cost tuning" or "navan travel savings" or "navan spend optimization".
allowed-tools Read, Write, Edit, Bash(curl:*), Grep, Glob version 1.7.0 license MIT author Jeremy Longshore <jeremy@intentsolutions.io> tags ["saas","navan","travel"] compatibility Designed for Claude Code
Navan Cost Tuning
Overview Navan's platform includes a built-in policy engine, negotiated rate management, unused ticket tracking, and the Navan Rewards program — but these features require deliberate configuration to deliver savings. This skill covers the full cost optimization lifecycle: setting up travel policies with hard and soft caps, analyzing booking data via the REST API to find savings opportunities, enforcing negotiated corporate rates, recovering value from unused tickets, and incentivizing employees to choose cheaper options through Navan Rewards. No SDK exists — all analytics use direct REST API calls against https://api.navan.com/v1.
Prerequisites
Navan Admin account with policy management permissionsOAuth 2.0 credentials from Admin > API Settings (client_id, client_secret)Historical booking data — at least 3 months for meaningful analysisNavan plan — Business (free for up to 300 employees), Expense ($15/user/month after 5 free), or Enterprise (custom)Pricing details: https://navan.com/pricing
Instructions
Step 1 — Analyze Current Spend via API Pull booking data to identify where money is being lost:
ACCESS_TOKEN=$(curl -sf -X POST https://api.navan.com/ta-auth/oauth/token \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "grant_type=client_credentials&client_id=${NAVAN_CLIENT_ID} &client_secret=${NAVAN_CLIENT_SECRET} " \
| jq -r '.access_token' )
curl -s "https://api.navan.com/v1/bookings?createdFrom=2026-01-01&page=0&size=50" \
-H "Authorization: Bearer ${ACCESS_TOKEN} " \
-o bookings.json
jq '[.data[] | ((.departure_date | fromdate) - (.created_at | fromdate)) / 86400] | add / length' \
bookings.json
interface BookingAnalysis {
total_spend : number ;
avg_lead_time_days : number ;
out_of_policy_pct : number ;
unused_tickets : number ;
top_routes : { route : string ; spend : number ; trips : number }[];
}
async function analyzeSpend (token : string Promise <BookingAnalysis > {
const response = await fetch (
'https://api.navan.com/v1/bookings?page=0&size=50' ,
{ headers : { 'Authorization' : `Bearer ${token} ` } }
);
if (!response.ok ) throw new Error (`HTTP ${response.status} ` );
const { data : bookings } = await response.json ();
const routeMap = new Map <string , { spend : number ; trips : number }>();
let totalSpend = 0 ;
let outOfPolicy = 0 ;
for (const b of bookings) {
totalSpend += b.total_amount ;
if (b.out_of_policy ) outOfPolicy++;
const route = `${b.origin} -${b.destination} ` ;
const existing = routeMap.get (route) ?? { spend : 0 , trips : 0 };
routeMap.set (route, {
spend : existing.spend + b.total_amount ,
trips : existing.trips + 1 ,
});
}
return {
total_spend : totalSpend,
avg_lead_time_days : calculateAvgLeadTime (bookings),
out_of_policy_pct : (outOfPolicy / bookings.length ) * 100 ,
unused_tickets : await countUnusedTickets (token),
top_routes : [...routeMap.entries ()]
.map (([route, data] ) => ({ route, ...data }))
.sort ((a, b ) => b.spend - a.spend )
.slice (0 , 10 ),
};
}
Step 2 — Configure the Policy Engine Set up travel policies in Navan Admin > Policies with these recommended tiers:
Policy Rule Configuration Savings Impact Flight cap Soft cap at lowest logical fare + 20% 10-15% on airfare Hotel cap Per-city nightly rate (e.g., NYC $250, Austin $180) 15-25% on lodging Advance booking Flag bookings made < 7 days before travel 20-30% on last-minute trips Cabin class Economy for flights < 6 hours, Business for 6+ Varies by route mix Approval workflow Manager approval for out-of-policy bookings Reduces out-of-policy by 40-60%
Step 3 — Enforce Negotiated Corporate Rates
curl -s "https://api.navan.com/v1/bookings?page=0&size=50" \
-H "Authorization: Bearer ${ACCESS_TOKEN} " | \
jq '{
total_bookings: (.data | length),
bookings_with_negotiated: [.data[] | select(.negotiated_savings != null)] | length,
total_savings: [.data[].negotiated_savings // 0] | add
}'
Upload negotiated rates in Navan Admin > Rates. Navan automatically surfaces these as preferred options during booking.
Step 4 — Track Unused Tickets
curl -s "https://api.navan.com/v1/bookings?page=0&size=50" \
-H "Authorization: Bearer ${ACCESS_TOKEN} " | \
jq '{
cancelled: [.data[] | select(.status == "cancelled")] | length,
total_credit_value: [.data[] | select(.status == "cancelled") | .credit_amount // 0] | add
}'
Step 5 — Enable Navan Rewards Navan Rewards gives employees personal travel credit when they book below policy limits. Configure in Admin > Rewards:
Activation : Enable Navan Rewards for all employees or specific departmentsCredit calculation : Employee earns a percentage of the difference between policy cap and actual bookingRedemption : Credits apply to personal travel booked through NavanReporting : Track rewards earned and redeemed via the admin dashboard This creates a direct incentive for employees to choose cheaper options — Navan reports typical 5-15% additional savings from Rewards adoption.
Output A cost optimization implementation delivering:
Spend analysis report identifying top savings opportunities by department and routeConfigured policy engine with hard/soft caps and approval workflowsNegotiated rate enforcement surfacing corporate rates during bookingUnused ticket recovery preventing credit expirationNavan Rewards activation incentivizing employee cost-conscious booking behavior
Error Handling HTTP Code Meaning Resolution 200Success Process response data 401Token expired Refresh OAuth token and retry 403Plan does not include this feature Check Navan plan tier at https://navan.com/pricing 404Endpoint not available for your region Contact Navan support for regional API availability 422Invalid policy configuration Verify cap amounts and currency codes 429Rate limited Reduce analytics query frequency
Examples Monthly savings dashboard query:
curl -s "https://api.navan.com/v1/reports/savings-summary?period=2026-02" \
-H "Authorization: Bearer ${ACCESS_TOKEN} " | \
jq '{
period: .period,
total_spend: .total_spend,
policy_savings: .in_policy_savings,
negotiated_rate_savings: .negotiated_savings,
rewards_credits_earned: .rewards_earned,
unused_tickets_recovered: .credits_rebooked,
total_savings: (.in_policy_savings + .negotiated_savings + .credits_rebooked)
}'
Resources
Next Steps
Add navan-reference-architecture for end-to-end integration design
Add navan-performance-tuning to optimize the API calls powering cost analytics
See navan-observability to monitor policy compliance rates over time
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