Connectors

/

Ramp

/

Change Ramp fund members
Write

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.

Try PopdockAI free
Get a live demo
Change Ramp fund members
Add Maria Lopez and James Chen to the Q4 Marketing Events fund in Ramp.
I found one fund and both people, and both are active. - Fund: Q4 Marketing Events - Action: add members - Maria Lopez, maria.lopez@northwindtraders.com, active - James Chen, james.chen@northwindtraders.com, active Shall I add them?
Ramp
Sample figures. Your results come from your own account.
ramp-get-fund
ramp-get-user
ramp-fund-add-members
ramp-fund-remove-members

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Ramp

Ramp
Run it on your own Ramp data.

Connect Ramp, pick your AI tool and paste the prompt.

Try PopdockAI free

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.

Prompt
**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.

Your AI tool

02

Resolve

It finds the fund and each person in Ramp and stops if any name matches none or several.

ramp-get-fund
ramp-get-user

03

Confirm

You see the fund, action and each person with email and status, and say yes.

No items found.

04

Apply

It makes the change and reports the fund state afterwards.

Your AI tool

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.

get-data

ramp-get-fund

Returns Ramp funds as read from the Ramp connector. Filters include: start of interval to, maximum records, maximum limit amount, minimum limit amount, allowed category codes.
get-data

ramp-get-user

Returns Ramp users as read from the Ramp connector. Filters include: scheduled invitation date to, status, last name, maximum records, role.
run-action

ramp-fund-add-members

Add members to fund in Ramp. Writes to the live Ramp account. Not individually tested, so try it against a sandbox Ramp account first.
run-action

ramp-fund-remove-members

Remove members from fund in Ramp. Writes to the live Ramp account. Not individually tested, so try it against a sandbox Ramp account first.
Read only.Nothing in Ramp Changes

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.

How Popdock AI secures your data

The outcome

The right people on the right fund

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation