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Automate Ramp

Watch company card spend and expense hygiene in Ramp without opening the admin console. Flag big purchases as they clear and chase employees whose transactions still lack a receipt. Describe what you want to your AI assistant, check what it will do, and it keeps running.

Try asking

Create a ClickRuntime automation: when a Ramp card transaction clears and it's over $1,000, post the cardholder, merchant and amount to #finance in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Build your own

Build any Ramp automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Ramp should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, list Ramp transactions over $1,000 from yesterday and any transactions missing a receipt for more than 7 days.

Every Friday, post Ramp card spend by department for the week to our #finance Slack channel.

Every day, find Ramp transactions without receipts, add them to Google Sheets, and send each cardholder a Gmail reminder with the merchant and amount.

Beyond chat

Have Ramp work when you're not in the chat

Connecting Ramp to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Ramp

Ramp connects through a developer app that a Ramp admin creates for your own business, using the client credentials grant. ClickRuntime exchanges its client ID and secret for an access token.

Ramp

Fintech / Spend management

  1. As a Ramp admin or business owner, go to Company, then Developer, and choose Create New App.
  2. Under grant types, add Client Credentials.
  3. Allow the scopes your automations need, such as transactions:read and users:read, and add bills:read or reimbursements:read if you want those too.
  4. Copy the client ID and client secret.
  5. In the ClickRuntime dashboard, open Connections, choose Ramp and enter the client ID and secret.

Good to know

Ramp limits that affect automations

  • Only a Ramp admin or business owner can create the developer app.
  • Ramp access tokens usually last about 10 days and come without a refresh token. ClickRuntime requests a new one with your client ID and secret when it runs out.
  • A token only carries the scopes requested for it, and only ones the app allows. Missing scopes mean refused requests.
  • Ramp's sandbox and live account need separate developer apps.

FAQ

Questions about automating Ramp

What can ClickRuntime see in Ramp?
What your developer app's scopes allow. For the automations here that is card transactions and the users they belong to, read-only.
Can it approve or change anything in Ramp?
Not with read scopes. The automations listed here only read transactions and users.
How fast is the large transaction alert?
Ramp sends an event when a transaction clears, and the alert goes out then. If an event is missed, ClickRuntime also checks for new transactions every 15 minutes.
Do I have to reconnect when the token expires?
No. Ramp tokens are short-lived, so ClickRuntime gets a fresh one with your client credentials each time it needs to.
Do I need AI for Ramp automations?
No. Spend alerts and receipt reminders are plain rules. No AI key is needed: AI comes with every ClickRuntime plan.
Is this a Ramp connector for ChatGPT or Claude?
Not for chatting with Ramp data. A chat connector lets your assistant read and change Ramp while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Ramp event.

Tell your assistant what Ramp should do

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