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)

After your company connects Microsoft Teams, if your Ramp email is different from your Teams email, open your Ramp profile and set the email associated with your Teams account in the Microsoft Teams email address field. If you do not see this field, ask your Ramp Admin to confirm the Microsoft Teams connection and your account's access to the integration.

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

Assigned approvers for businesses outside the GovCloud environment can approve or reject requests, transactions, bills, and purchase orders with the Microsoft Teams AI assistant. The AI assistant, including approvals requested in chat, is not available for businesses on GovCloud.

When your company has connected Microsoft Teams without Slack, Ramp can send request notifications to assigned approvers in Teams if your company's request notifications and the approver's chat notifications are enabled and Ramp can match their Teams account. Procurement approval reminders may send an additional direct message under the same conditions. If Slack is connected, Ramp routes these approval notifications through Slack instead of Teams. Reviewers may also receive a weekly reminder if they have items to review or expenses with missing items.

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.