The Scenario
You are an HR coordinator with 35 new hires starting Monday. Every one of them needs a Ramp account so they can expense travel on day one. You have their names, emails, and department IDs in an Excel workbook. This is the third time this quarter you have done this. The first two times took most of a morning each. You are hoping it goes faster today.
The bad version:
- Open Ramp's people management view and start sending invite emails one by one.
- For each of the 35 people: click invite, paste the email, assign the department, confirm the role, send.
- Lose your place at row 22 because a calendar reminder pulled your attention — restart from row 20 to be safe.
Thirty-five invites done one at a time is not efficient. It is just less bad than nothing.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the onboarding list and sends Ramp invites through the built-in integration — one invite per row, result logged back to the workbook.
For each new hire in this workbook (name in column A, email in column B, department ID in column C), create a Ramp user invite and log the invite task ID in column D
What You Get
- A Ramp invite is sent for each row.
- Column D receives the invite task ID on success — your audit record.
- Any failure (invalid email, existing user, unknown department) shows an error in column D.
- The workbook becomes your confirmation log without building a separate tracker.
What If the Data Is Not Quite Ready
Some emails might already have Ramp accounts
Send Ramp invites for each row (email in column B, department ID in column C), log the invite task ID in column D, and if the email already exists in Ramp write Already Exists in column D
Department IDs need validation first
Before sending invites, check each department ID in column C against Ramp's department list and mark any unrecognized IDs as Bad Department in column D — then send invites for valid rows and log results
You want plain-language status in column E
For each row, send a Ramp invite using email from column B and department ID from column C, write Invited in column E on success or the error reason on failure
Kill chain: validate departments, send invites, and produce a summary
Check each department ID in column C against Ramp and mark unrecognized ones as Bad Department in column D — send invites for all valid rows using email from column B, log the invite task ID to column D, and add a summary at the bottom counting total invited versus total errors
Full new-hire provisioning with pre-validation and audit trail.
Try It
Get the 7-day free trial of SheetXAI and open your onboarding workbook, then ask it to send Ramp invites for the new cohort and log results per row. Related: run a user access audit across existing Ramp accounts, or bulk issue virtual cards once accounts are active.