Navigate360: Strategic and Tech-Driven Time Savings Cohort

Session1 Strategy Spotlight: Leveraging Navigate360 Automations & AI for Scalable Time Savings

This session brings to life the most effective ways partners are using Navigate360’s automation and AI tools to drive smarter, faster workflows. We’ll spotlight strategic approaches to adoption, share real partner examples, and show how Automated Actions, Saved Reports, Scheduled Dashboards, and AI assistants can cut down on manual work, elevate communication, and support scalable, sustainable operations.

Session 2 Navigate360 Feature Focus – Leveraging AI & Automations to Unlock Staff Time

In this session, we’ll take a focused look at the AI Assistant for Staff and Automations—tools designed to streamline routine tasks, reduce manual workload, and create meaningful time savings for your team. We’ll begin with a concise overview of each feature, including key use cases and practical tips for integrating them into daily workflows. This foundation will set the stage for the hands-on portion of the session, where we’ll spend the majority of our time. Participants will join breakout groups based on automation type and work through a guided, step-by-step setup experience. Our goal is for each participant to leave the session with a fully configured, ready-to-use automation that they can immediately apply in their role.

Sessions

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• Wednesday, May 13, 2026 | 2:00 p.m. – 3:00 p.m. Eastern Time

• Thursday, May 21, 2026 | 1:00 p.m. – 2:00 p.m. Eastern Time