Get started with Ramp
Hand your agent this playbook. It gets you set up on Ramp — or applying, if you're new — plus the menu of everything else you can do.
Playbooks
Proven ways to run Ramp with agents. Plays the Ramp team uses and recommends — copy them or adapt your own.
Reimburse a receipt
Hand your agent a receipt. Get back a submitted, policy-checked reimbursement.
What needs my attention
A morning Ramp brief from your agent. Pending approvals, missing receipts, and items waiting on you — in one summary.
Review your procurement queue
Open POs, pending requests, and anything aging — your procurement work in one summary.
Analyze your spend
Slice your Ramp spend by the cut that matters — vendor, time, category, person, or team.
Check your cash position
Cash across your Ramp Treasury accounts in one pass. Balances now, trend over the window, and recent transfer activity.
Make a purchase with an agent card
Hand your agent a card and a task. It checks out, then closes the loop on memo, receipt, and coding.