Daily Ramp spend digest in Slack for finance teams

PromptCreate

Build me a daily Ramp spend digest that posts to Slack every weekday morning. The trigger is a cron schedule that runs Monday through Friday at 8am Eastern.

When it runs, the agent should pull data from Ramp covering the prior business day. Use Ramp's List Transactions to get card transactions, List Reimbursements for any new employee reimbursements, and List Bills for any new bills. Also use List Vendors so the agent can detect vendors that appeared for the first time yesterday compared to recent history.

Then summarize the day into a clean Slack message with these sections:

1. A short executive commentary line at the very top, two or three sentences max, that calls out anything unusual versus the prior week. Examples: a category that roughly doubled, a one-off large purchase, an unusual concentration in one department, or a brand new high-spend vendor. If nothing is unusual, say so plainly.

2. Total spend yesterday across card transactions, reimbursements, and bills, with each component broken out.

3. Top 5 largest transactions, with merchant or vendor, amount, cardholder or submitter, and department.

4. Anything flagged for policy violations or missing receipts, listed individually with cardholder and amount so finance can chase them.

5. Spend rolled up by department, sorted highest to lowest, with the prior week's same-day amount next to it for quick comparison.

6. Any new vendors that appeared yesterday for the first time, with the amount and what was purchased.

Format the output as a Slack message using sections, bold headers, and bullet lists so it scans cleanly on desktop and mobile. Use Slack's Send a Message action to post it to a finance Slack channel that I will specify, like #finance-pulse. Post as a single threaded message, not multiple messages.

On weekends and US bank holidays, do not run. If yesterday had zero activity, still post a short 'no activity yesterday' note so the team knows the workflow is healthy.

What does this prompt do?

Posts a finance pulse to your Slack channel every weekday morning so the controller, CFO, and ops team see yesterday's spend before stand-up.
Summarizes total spend, the five largest transactions, anything flagged for missing receipts or policy violations, spend rolled up by department, and any brand new vendors that showed up.
Opens with a short executive commentary line that calls out anything unusual versus the prior week, like a category that doubled or a one-off large purchase.
Covers card transactions, reimbursements, and bills together so you see the full picture, not just card spend.

What do I need to use this?

A Ramp account with permission to view transactions, reimbursements, bills, and vendors.
A Slack workspace and the name of the channel where the digest should land, like #finance or #spend-pulse.
A rough sense of what counts as unusual for your business, so the commentary line is tuned to your spend patterns.

How can I customize it?

Change the time or cadence, for example 7am instead of 8am, or include weekends if your business runs seven days a week.
Swap the destination channel, or send to a private channel for sensitive spend and a summary version to a wider room.
Tune what counts as a callout, like only flagging single transactions over a certain dollar amount, or only highlighting departments that move more than twenty percent week over week.

FAQs

What time zone does the schedule use?

It runs at 8am Eastern by default. You can change it to any time zone, and the same workflow can fan out to multiple regions if you want a London and a New York version.

Does it cover reimbursements and bills, or just card spend?

All three. The digest pulls card transactions, employee reimbursements, and any new bills from yesterday so the finance team sees a complete daily picture.

How does the unusual activity callout work?

The agent compares yesterday's spend to the prior week and highlights things like a department that doubled, a category that jumped, or a single large purchase that stands out. You can describe what unusual means for your team and it will tune the commentary.

Can it post to more than one Slack channel?

Yes. A common setup is a detailed digest in a private finance channel and a lighter summary in a broader leadership channel. Just say where each version should go.

Will it skip days when there is no activity?

You can choose either behavior. By default it still posts a quick 'no activity yesterday' note so the team knows the workflow is healthy, but you can tell it to stay silent on quiet days.

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