The Scenario
It is end of Q2 and the head of finance ops sends you a message: quarterly card audit is due. Every card in the Ramp portfolio — owner, department, state, spend limit — needs to be in a spreadsheet for review. You are the person producing it. There are approximately 400 cards and you do not know the exact count.
The bad version:
- Go into Ramp's card management view, filter by state, export — the export only covers the current filter, so you need three separate exports for active, suspended, and terminated.
- Combine the three CSVs in Excel, reformat the department column (Ramp exports a department ID), look each ID up against a separately exported department list.
- Sort by department and submit — then get a reply that the CFO also wants the monthly limit column, which was not in the export.
Two hours later you are still building the audit sheet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It calls Ramp's card API and writes every card's details into the workbook in one pass, regardless of state.
List all cards in our Ramp organization and import cardholder name, department, card state, display name, and spend limit into this workbook
What You Get
- Every company card — active, suspended, terminated — lands in a single table, no merging.
- Department names appear as readable labels, not internal IDs.
- Card state, display name, cardholder, and monthly spend limit are in labeled columns.
- Row count in a status note tells you the total portfolio size.
What If the Data Is Not Quite Ready
You only want active and suspended cards
List all Ramp cards where state is active or suspended, import cardholder name, department, card state, display name, and spend limit, and sort by department
You want to flag suspended cards for the reviewer
Fetch all Ramp cards, import cardholder name, department, card state, display name, and spend limit, then add a Needs Review column with Yes for any SUSPENDED card
The department column shows IDs that need to be resolved
List all Ramp cards, import cardholder name, department name, card state, display name, and spend limit — if department comes back as an ID, resolve it to the department name before writing
Kill chain: pull, flag, sort, and summarize for the auditor
List all Ramp cards, import cardholder name, department, card state, display name, and spend limit, add a Needs Review column for SUSPENDED cards, sort by department, and add a summary row at the bottom showing total active, total suspended, and total terminated
The complete audit deliverable in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your entire Ramp card portfolio with states and limits. Related: export all users to audit roles, or bulk update spend limits from a budget table.