Investigate a flagged expense row
A new exception row with a Ramp transaction ID prompts Notis to retrieve its receipt, merchant, coding, and dispute details for a focused review.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Get Transaction Details
Tool for retrieving complete details of a specific transaction. includes merchant details, receipts, accounting codes, and dispute information.
Why this helps
Expense exceptions often sit in a sheet without the transaction context needed to resolve them.
- Put the transaction context beside the exception in the run report
- Avoid hunting through Ramp for each flagged ID
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Ramp to Notis once in the portal.
- 2Ask Notis in plain language to create “Investigate a flagged expense row” and describe the sheet, decision rule, and Ramp outcome.
- 3Select Google Sheets “New Rows in Google Sheet” as the trigger and choose a private channel for run reports.
- 4Test with one real sheet example and inspect the Ramp result or returned details.
Questions about this workflow
What needs to be in the sheet?
The sheet needs a real Ramp transaction ID and an exception reason; the automation retrieves details but does not approve or change the charge.
Does this workflow change Ramp automatically?
No. This workflow retrieves Ramp information for review; it does not approve payments or make an external financial change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Ramp. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Ramp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Cell Range Values Changed
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Get My Transactions
Get my transactions.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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