PROMPT LIBRARY

Customer success

Financials in plain language

Company analysis Credit assessment Customer success Sales

Explain the latest available financial statements and key figures for [BUSINESS ID] to a colleague without a finance background. Briefly describe the company’s business using available company information, then explain its profitability, liquidity and solvency. State the financial period and flag any information missing from the assessment.

One-page account plan

Company analysis Customer success Sales

Create a one-page account plan for [BUSINESS ID]: company overview, financials for the three latest available financial years, direct parent companies and subsidiaries, key people, recent available news and a suggested next step. Suggest possible needs based on the findings. Clearly distinguish facts from hypotheses and flag missing data.

Clean out dead accounts

CRM enrichment Customer success RevOps

Check the status of [BUSINESS IDs]. List those that are dissolved, bankrupt, merged or in liquidation so we can archive them.

New financial statements

Company monitoring Credit assessment Customer success Risk management

Which of [BUSINESS IDs] have published new financial statements since [DATE]? Summarise the key changes from the previous year.

Weekly signal brief

AI Workflows Customer success Risk management Sales

Check get_signals_changes for [BUSINESS IDs]. Summarise only meaningful changes (management, financial statements, register entries, credit rating), most important first. If nothing changed, say so in one line.

New decisionmakers to welcome

Customer success Reach decision-makers Sales

Check get_signals_changes for [BUSINESS IDs] and list companies with a new CEO or board member in the last [3] months. Give the name and role, and suggest one reason to get in touch now.

Customer portfolio health check

Company monitoring Customer success

For the following customer business ID numbers [LIST]: retrieve the credit rating and latest key figures. Mark in red those whose financial situation has deteriorated — it is worth arranging a check-in meeting with them.

Early identification of churn risk

Company monitoring Customer success

Search for a customer [business registration number] for the latest Navigora Signals updates and key figures. Are there any signs of financial difficulties or other changes that could indicate the customer relationship is coming to an end?

Growing customers for expansion sales

Customer success Targeted outreach

Browse our client portfolio [LIST OF BUSINESS REGISTRATION NUMBERS] and identify those whose turnover and number of staff have grown the most over the past year. It is worth proposing a more comprehensive contract to these clients.

Preparing for a QBR client meeting

Company analysis Customer success

Customer details [Company registration number] a concise QBR template: financial performance over the last 3 years, industry comparison, latest news and any organisational changes (management/board).

White space analysis: cross-selling within the group

Customer success Sales Targeted outreach

Search for our customers [Company Registration Number] group structure (parent and subsidiary companies). Are all the group companies already our customers, or is there untapped potential within the same group?

Key personnel change alert

Company monitoring Customer success Sales

Keep track of our most important accounts [LIST OF BUSINESS REGISTRATION NUMBERS] the board and management (get_personnel) and Navigora Signals changes. Please let us know if there have been any changes in the management or board of any key clients.

navigora MCP

Frequently asked questions

What is Navigora MCP?

Navigora MCP integrates Navigora’s company data with your AI tool. You can search for companies, analyse data and ask questions directly within the AI tool.

Which licences include Navigora MCP?

Navigora MCP is included in the Platinum and Diamond licences.

How does Navigora help you identify the right time to contact a potential customer?

Navigora helps teams identify signals that indicate sales opportunities, such as changes in management, company growth, economic changes, public procurement and other events relevant to business operations.

What data can I access via Navigora MCP?

You can make use of company and financial data, information on decision-makers, group structures, news and business signals. The data available depends on your licence and the markets covered by it.

Can Navigora’s company data be used in AI assistants?

Yes. Using Navigora’s MCP (Model Context Protocol), compatible AI assistants can be linked to Nordic business data. This means that Navigora’s data can be utilised, for example, in business analysis, prospecting, financial analysis and sales preparation.

How do I get started with Navigora MCP?

Follow the Navigora MCP user guide and connect Navigora to your AI tool.

How do I use the prompt?

Click on the AI tool icon next to the prompt to open the prompt directly in that tool. Replace the information in square brackets with your own details before sending the prompt.

What details do I need to fill in?

Replace the text in square brackets with your own details. These may include, for example, your business registration number, company name, sector of activity or local authority.

Can I edit the prompts?

Yes. You can edit the content of the prompt and add your own instructions to make it better suited to your needs.

May I ask some follow-up questions?

Yes. You can ask the AI tool to go into more depth with its analysis, compare companies or clarify specific parts of the answer.