Microsoft Teams integration: Use as an employee

Overview

Employees can get alerts for missing items and ask questions about their expense policies which we'll generate responses to with AI. The following article provides more information about how to use the integration.

How to use the teams integration as an employee

Employees can then navigate to "Apps" on the left-hand side of the panel and to the team with the Ramp bot. From the app, cardholders can perform the following actions:

1. Receive a weekly message reminder about the expenses with missing items
2. Ask Ramp questions about the expense policy and have our AI generate a response. Examples below:

• Do I need a receipt if dinner was more than $75?
• What flights are allowed from New York to Miami?
• What hotels did our team stay at the most last year? (For admins)

If your Ramp email is different from your Teams email, please navigate to your Profile, click "Edit Profile" and enter the email associated with your Teams account in the "MS Teams Email" section to get set up.

How to use the teams integration as an approver (manager or Admin)

Approvers will be able to approve or reject requests and transactions. Ramp will send a Teams message for requests at the time of submission. We do not send individual "reminders" for these messages beyond a weekly reminder message for reviewers if they have outstanding items that need review or have expenses with missing items. The Teams integration does not currently support approvals for bills or purchase orders.

Video demos

Teams for employees on mobile

Video walkthrough: Submit receipts, approve requests, and act on Ramp notifications from inside Microsoft Teams. Best for employees and approvers who want to complete routine Ramp actions without leaving Teams. Watch the video.