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Navigator

Navigator is the assistant built into Atlas. Open it from Navigator in the sidebar. It reads your atlas, builds in it and answers questions about it.

Getting data in​

Give Navigator whatever you have:

  • Paste a transcript, an SOP, notes or a Slack thread.
  • Attach a file: images, PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), Visio (.vsdx), .txt, .md, .csv or .json.
  • Say it. Click Start dictation and describe how the work runs.

When Navigator builds from a document, it records the passage each point came from. Ask it where a point came from and it can tell you.

Building​

Tell Navigator what to change:

  • "Add our sales team, Jamie, Marcus and Priya, reporting to Devon"
  • "Build out the customer onboarding process from this transcript"
  • "Add a review call right after the estimate is created"

Type @ to point at an atlas, a view, a point or a path, so Navigator knows exactly where the change goes.

A small change, such as one new step, Navigator just makes and tells you what it did. A larger change, or anything built from a document, comes back as a proposal first. Review it, then click Build, or Discard it. After a build, Undo removes exactly what it wrote.

Exploring​

Ask anything about your business:

  • "Who's responsible for the monthly close?"
  • "What would be impacted if we replaced Workday?"
  • "Are there any single points of failure?"
  • "Show me everything connected to NetSuite"

Answers come from your atlas, not generic advice.

Directing Navigator from comments​

In a Diagram view, a comment can go straight to Navigator: click Send to Navigator (or press Cmd+Enter / Ctrl+Enter) when you write it, or on an existing thread in the Comments panel. Navigator makes the change, or asks if it needs more. This needs edit access to the atlas. See Comments.

Tips​

  • Be specific: use real names and process names.
  • Correct it: "That's not right, Greg reports to Dana" and Navigator fixes it.
  • Use @: name the view you mean rather than describing it.