Ramp
Corporate spend management platform for managing cards, limits, transactions, reimbursements, bills, spend programs, and expense policies.
Three ways to use Ramp
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Ramp.
Add Members to Fund
Add members to a fund.
Add New Email to Receipt Integrations Opt-out List
Add a new email to receipt integrations opt-out list.
Add Purchase Order Line Items
Append line items to an existing purchase order.
Add Result Column to Existing Matrix Table
Allows adding result columns to already-created matrix tables without modifying the input columns.
Add to Vendor's Bank Account Details
Adds payment details for the vendor through the approval workflow.
Add Users to Shared Limit
Grant additional users access to a shared spend limit.
Supported triggers
Start a workflow when something happens in Ramp.
New Transaction
Triggers when a new card transaction is posted
Transaction Missing Receipt
Triggers when a cleared transaction has no receipt attached
Out-of-Policy Transaction
Triggers when a transaction has a policy violation
New Reimbursement Submitted
Triggers when an employee submits a new reimbursement request
New Bill
Triggers when a new bill is received in Ramp
New Purchase Order
Triggers when a new purchase order is created
Get started automating Ramp
Ready-to-use workflows
Prompts using Ramp
Procurement due-diligence brief for new Ramp vendors
Whenever a new vendor is added in Ramp, post a Slack brief with adoption trends, category leaders, and a recommendation flag for finance.
AP approval brief in Slack for new Ramp bills
Every new bill in Ramp gets summarized with vendor history, spend trends, and a recommended action, then posted to your bill approvals Slack channel.
Daily Ramp spend digest in Slack
Every weekday morning, get a clean Slack summary of yesterday's Ramp spend with top transactions, policy flags, department rollups, and new vendors.
Mirror Ramp card transactions to a Google Sheet
Every new Ramp card transaction lands as a row in your Google Sheet, with merchant, amount, cardholder, memo, receipt status, and a link back to Ramp.
Triage Ramp policy violations in Slack
When a Ramp card transaction breaks policy, post a clean summary in Slack with cardholder context and a suggested next step, and DM repeat offenders.
New hire spend onboarding from Ashby to Ramp
When a candidate is marked hired in Ashby, set up their Ramp account, issue a role-based spend limit and virtual card, and announce them in Slack.
