The Scenario
It is the end of Q2 and the head of finance ops sends you a message: quarterly card audit is due. Every card in the Ramp portfolio needs to be reviewed — who owns it, what department they are in, whether it is active or suspended, what the monthly spend limit is. You are the person who has to produce the audit spreadsheet. There are somewhere around 400 cards. You do not know the exact count.
The bad version:
- Go into Ramp's card management view, filter by state, try to export — the export only shows cards in the currently filtered view, so you need three separate exports for active, suspended, and terminated.
- Combine the three CSVs in Sheets, reformat the department column (Ramp exports a department ID, not the name), and look up each ID against the Ramp department list you exported separately.
- Sort by department and submit — then get a reply that the CFO also wants the monthly limit column, which was not in your export.
The audit was supposed to take an hour. It is now afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It calls Ramp's card API through its built-in integration and writes every card's details into the sheet 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 sheet
What You Get
- Every company card — active, suspended, and terminated — lands in the sheet in a single table, no merging required.
- Department names appear as readable labels, not internal IDs.
- Card state, display name, cardholder, and monthly spend limit are all in labeled columns.
- The row count in a status note tells you the total portfolio size at a glance.
What If the Data Is Not Quite Ready
You only want active and suspended cards for the audit
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 and import cardholder name, department, card state, display name, and spend limit, then add a Needs Review column that says Yes for any card in SUSPENDED state
The department column shows IDs and needs 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 to the sheet
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 into this sheet, add a Needs Review column marking SUSPENDED cards as Yes, sort by department, and add a summary row at the bottom showing total active, total suspended, and total terminated
That is the complete audit deliverable in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, 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.