---
name: ramp-autofill
description: "Hunts receipts from iMessage & Gmail, renders them to PDF locally, fills memos from Calendar, and codes every transaction — nothing silently skipped."
title: "Autofill receipts, memos, and categories"
url: https://agents.ramp.com/playbooks/ramp-autofill
runtimes: [Claude Code, Claude Desktop, ChatGPT, Codex, Perplexity]
---

# Autofill receipts, memos, and categories

A Claude Code skill by @nikunj that makes every Ramp transaction complete: category, memo, and a receipt where Ramp requires one — or explicitly flagged with a reason. It scans iMessage and Gmail for receipts, renders links to PDF locally via Playwright, names counterparties from your Google Calendar, and learns your org’s coding conventions from past transactions. Safety is enforced in code, not just in prompts: a command allowlist blocks any write Ramp doesn’t need, no-overwrite guards prevent clobbering existing data, and a confidence gate rejects low-quality receipt matches before anything attaches. Runs as a scheduled job so you never open the expenses dashboard again.

## How to run

Identify which runtime you're operating in (Claude Code, Claude Desktop, ChatGPT, Codex, Perplexity). Use the matching section below; ignore the others.

## Claude Code

Copy and run this prompt:

```
## Install (once)
```
git clone https://github.com/kothari-nikunj/ramp-autofill ~/.claude/skills/ramp-autofill
cd ~/.claude/skills/ramp-autofill
git checkout e2dc259a736aba5ee1d1acf90dcaa6de70e3dc38
./setup.sh
```
`setup.sh` creates the venv, installs Playwright + Chromium, copies the style template, and runs `preflight.py` — which prints PASS/WARN/FAIL per prerequisite and a READY / DEGRADED / BLOCKED verdict.

## Prerequisites
- Ramp CLI authenticated: `ramp auth login`
- Gmail MCP connector connected in Claude Code settings
- Google Calendar MCP connector connected in Claude Code settings
- macOS with Full Disk Access for your terminal (iMessage — optional, degrades to Gmail-only if missing)

## Run
Open Claude Code and say:

run the ramp-autofill skill

The first run asks 4 setup questions, learns your memo and category style from your coded history, and ends with a proposed-actions table for your approval. Re-runs are idempotent — complete transactions are skipped, overwrites are hard-refused in code.

[OPTIONAL — specify a date range, e.g. "last 60 days" or "June 1–June 30"]
```

## Claude Desktop

Copy and run this prompt:

```
This skill runs in Claude Code, not Claude Desktop — it needs local filesystem access for iMessage, Playwright, and the Ramp CLI.

## Install Claude Code, then run:
```
git clone https://github.com/kothari-nikunj/ramp-autofill ~/.claude/skills/ramp-autofill
cd ~/.claude/skills/ramp-autofill
git checkout e2dc259a736aba5ee1d1acf90dcaa6de70e3dc38
./setup.sh
```

Then open Claude Code and say: **run the ramp-autofill skill**
```

## ChatGPT

Copy and run this prompt:

```
This skill runs in Claude Code, not ChatGPT — it needs local filesystem access for iMessage, Playwright, and the Ramp CLI.

## Install Claude Code, then run:
```
git clone https://github.com/kothari-nikunj/ramp-autofill ~/.claude/skills/ramp-autofill
cd ~/.claude/skills/ramp-autofill
git checkout e2dc259a736aba5ee1d1acf90dcaa6de70e3dc38
./setup.sh
```

Then open Claude Code and say: **run the ramp-autofill skill**
```

## Codex

Copy and run this prompt:

```
This skill runs in Claude Code, not Codex — it needs local filesystem access for iMessage, Playwright, and the Ramp CLI.

## Install Claude Code, then run:
```
git clone https://github.com/kothari-nikunj/ramp-autofill ~/.claude/skills/ramp-autofill
cd ~/.claude/skills/ramp-autofill
git checkout e2dc259a736aba5ee1d1acf90dcaa6de70e3dc38
./setup.sh
```

Then open Claude Code and say: **run the ramp-autofill skill**
```

## Perplexity

Copy and run this prompt:

```
This skill runs in Claude Code, not Perplexity — it needs local filesystem access for iMessage, Playwright, and the Ramp CLI.

## Install Claude Code, then run:
```
git clone https://github.com/kothari-nikunj/ramp-autofill ~/.claude/skills/ramp-autofill
cd ~/.claude/skills/ramp-autofill
git checkout e2dc259a736aba5ee1d1acf90dcaa6de70e3dc38
./setup.sh
```

Then open Claude Code and say: **run the ramp-autofill skill**
```