Weekly

Get a weekly list of missing receipts

Each Friday you see which transactions still need a receipt, grouped by employee, so you know who to chase.

Runs: Weekly
Apps: Ramp
AI: Not needed
Access: transactions:read, users:read

Send this to your assistant

Create a ClickRuntime automation: every Friday at 10am, email me the Ramp card transactions from the last 30 days that have no receipt, grouped by employee with merchant, date and amount.

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

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Receipts are the bookkeeping chore that never stays done. Employees swipe a card for a client lunch or a software purchase and forget to attach the receipt in Ramp, and the finance team spends the end of every month sending individual messages asking for them. Missing receipts delay the close and, for larger amounts, cause trouble in audits and tax filings.

Every week, ClickRuntime lists the transactions in Ramp, keeps those without a receipt attached and emails you a list. Each line shows the cardholder, merchant, amount and date, so you can see who owes what at a glance, and forward it or follow up with the people involved before the month ends.

It suits finance and operations leads who handle expense compliance for a team, and who would rather send one weekly nudge than forty.

What you get out of it

Month-end closes faster
When missing receipts are chased weekly, there are few left at close. The usual three-day scramble of emailing people and waiting for replies shrinks to a final check. Accountants appreciate that.
Audit readiness improves
Every transaction supported by a receipt is a transaction you can defend. Weekly follow-up keeps the documentation current, so a tax or auditor request does not turn into a search through old emails.
People are asked while they remember
A receipt for lunch last Tuesday is easy to find. The same receipt requested six weeks later is often gone, so prompt reminders recover many that would otherwise be lost. Reminders sent early get answered.
The list shows patterns
If the same cardholder appears every week, that is a conversation to have. The list makes habitual late submitters visible without anyone having to keep their own tally. Repeated cases can be dealt with properly.
One email replaces many messages
Instead of writing to each person separately, you work from a single list. That reduces the time finance spends on this chore, and lets the same person cover it when someone is away.

How it works

What happens, step by step

Every Friday, ClickRuntime goes through the last 30 days of Ramp card transactions.
It picks out the ones that still have no receipt attached and groups them by employee.
You get an email listing each person with the date, merchant and amount of every transaction missing a receipt.

Before it runs live

Connect Ramp

What you get

RunsWeekly

Get a weekly list of missing receiptstoday, 9:00Succeeded

Email · Missing receiptsMissing receipts: 7 transactions Jordan Ellis 2026-10-03 Northwind Air $412.00

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. 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.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Ramp steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

missing_receipts_reminder.pyexample

from collections import defaultdict
from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, notify

@on_trigger
def run(event):
    h = {"Authorization": f"Bearer {credentials.connection('ramp', 'work')}"}
    since = (datetime.now(timezone.utc) - timedelta(days=30)).isoformat()
    url, params, missing = "https://api.ramp.com/developer/v1/transactions", {"from_date": since, "page_size": 100}, defaultdict(list)
    while url:
        page = http.get(url, headers=h, params=params).json()
        for t in page["data"]:
            if not t.get("receipts"):
                who = f"{t['card_holder']['first_name']} {t['card_holder']['last_name']}"
                missing[who].append(f"  {t['user_transaction_time'][:10]}  {t['merchant_name']}  ${t['amount']:,.2f}")
        url, params = page["page"].get("next"), None
    body = "\n\n".join(f"{who}\n" + "\n".join(rows) for who, rows in sorted(missing.items()))
    notify.email_me(f"Missing receipts: {sum(map(len, missing.values()))} transactions", body or "All receipts are in.")
    return {"people": len(missing)}

FAQ

Common questions

Which transactions need a receipt?

Any card transaction in Ramp with no receipt attached is listed. Ramp can also require receipts only over a certain amount, and the list can follow the same rule so that small purchases are not chased. Tell it your policy and it matches.

Can it remind the cardholders directly?

Yes. Rather than sending you the list, it can email each cardholder their own missing items. Many finance teams prefer to see the list first, then switch to direct reminders once they are comfortable with how it behaves.

Does Ramp already send receipt reminders?

Ramp has its own reminders to cardholders, which work well for many teams. This list adds a view for the finance owner, showing everything outstanding in one place, which is helpful for follow-up and escalation beyond the standard nudges.

What permissions does it need?

transactions:read, users:read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens