/
/
Change Ramp fund members without picking the wrong person
For operations teams who want fund membership changed by name, with each person verified, by asking their AI assistant.
On this page
Connector
Connect Ramp, pick your AI tool and paste the prompt.
The problem
The wrong person gets added to a Ramp fund
Adding or removing people on a Ramp fund by name is easy to get wrong. Two people share a first name, a fund name looks like another, or someone inactive is added, and the wrong person ends up with spending access.
Without PopdockAI
- Find the fund among similar names
- Search for each person by name
- Guess between two people with the same name
- Add someone inactive by mistake
With PopdockAI
- The fund and each person resolved in Ramp
- A stop when any name matches none or several
- Only active users can be added
- One change after you confirm, with the fund state reported
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Apply the action `{action}` (add or remove) for the people `{user-names}` on the fund named `{fund-name}`.
**Step 1: Resolve**
Call `ramp-get-fund` with `display-name.contains`. If none or several match, list them and stop. For each person call `ramp-get-user` with `first-name` and `last-name`. If any name matches none or several users, list the problem and stop. Only active users may be added.
**Step 2: Confirm**
Show the fund, the action and each resolved user (name, email, status). Ask for confirmation.
**Step 3: Act**
For add call `ramp-fund-add-members`; for remove call `ramp-fund-remove-members`. Pass the fund id and all user ids in one call.
**Step 4: Report**
What was changed, and the fund's state from `ramp-get-fund`.
**Rules & Guidelines:**
* Only those two tools may write, once each, after confirmation.
* Never call `ramp-fund-suspend-member`, `ramp-fund-terminate` or any user tool.
**Validation:**
* If the action is not add or remove, stop and ask.Who it's for
One answer, three teams that use it
Finance operations
Update fund access in one message
Add or remove several people at once, with each one resolved to the right user.
Remove Alex Kim and Priya Shah from the 2026 Sales Kickoff fund in Ramp.
Team managers
Give your team spending access
Add new team members to a fund without worrying about picking the wrong person.
Add Jordan Lee and Sam Patel to the Engineering Conferences fund.
Program owners
Keep fund membership tidy
See each person's email and status before the change, and the fund state after it.
Who is on the Contoso Offsite fund? Remove anyone who is not on the events team.
How it works
What PopdockAI does when you ask
You name the fund and the people and your AI assistant resolves each one in Ramp. Members change only after you confirm, and funds are never suspended or terminated.
01
Ask
You name the fund, the people, and whether to add or remove them.
02
Resolve
It finds the fund and each person in Ramp and stops if any name matches none or several.
03
Confirm
You see the fund, action and each person with email and status, and say yes.
04
Apply
It makes the change and reports the fund state afterwards.
What PopdockAI provides
The tools behind the answer
Ready made tools for Ramp and one secure connection to your AI tool. No code, no exports.
ramp-get-fund
ramp-get-user
ramp-fund-add-members
ramp-fund-remove-members
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
The right people on the right fund
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

.webp)
