Finance
Invoicing, expense review, and financial reporting workflows.
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.
Auto-archive signed Docusign contracts to Google Drive
Every time a Docusign envelope is completed, file the signed PDF in Google Drive by counterparty and log a row in a Google Sheet.
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.
Alert Slack and open a HubSpot dunning task on failed Stripe charges
When Stripe reports a charge.failed event, post a plain English alert in Slack and open a HubSpot follow-up task for the deal owner.
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.
Log failed Stripe charges and trigger 48-hour finance follow-ups
Capture every failed Stripe charge in a Google Sheet, open a 48-hour Asana task, and ping the finance team in Slack so dunning never slips.
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.
Log new Stripe subscriptions to a Notion customers database and announce in Slack
When Stripe creates a new subscription, file the customer in your Notion customers database with plan and MRR, then ping the team in Slack.
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.