Connect Ramp to Microsoft 365 Copilot
Give Microsoft 365 Copilot governed access to Ramp’s 124 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Ramp to Microsoft 365 Copilot in four steps
Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.
- 1
Approve Ramp in Runlayer
Add Ramp from the catalog and choose who can use it and which of its tools are allowed.
- 2
Connect Microsoft 365 Copilot to Runlayer
Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Ramp’s 124 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Microsoft 365 Copilot setup guide - 3
Sign in to Ramp
Each user signs in to Ramp with OAuth. Runlayer keeps the tokens out of the client’s configuration.
- 4
Use Ramp from Microsoft 365 Copilot
Ramp’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.
Tools
124 Ramp tools in Microsoft 365 Copilot
Runlayer policy decides which of these Microsoft 365 Copilot users can call.
Activate card
Activate a card by its last four digits.
Add traveler loyalty program
Compatibility route for callers that have not migrated to SetTravelerLoyaltyProgram.
Answer policy question
Get an answer to a question about the expense policy or funds (amount, restrictions, etc).
Approve or reject bill
Approve or reject a submitted bill that is pending approval.
Approve or reject reimbursement
Approve or reject an employee reimbursement request for an out-of-pocket expense.
Approve or reject request
Approve or reject a pending unified request for spend allocation (fund), purchase order, or procurement approval.
Approve or reject transaction
Approve or reject a transaction awaiting your review.
Cancel reimbursement payment
Cancel the payment on a reimbursement that has been approved but not yet paid out.
Control
What Runlayer can see and stop in Microsoft 365 Copilot
Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.
Gateway policy (available)
Every Ramp call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.
Managed browser extension (available)
Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.
Frequently asked questions
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