What came out?
On November 10, 2026, Anthropic released Claude Sheets and Claude Whiteboards. Both are in beta. Beta means the tool is new and still being tested.
Anthropic also renamed Claude Dashboards to Claude Data that day. Claude Data needs a link to a data source, like a data warehouse or a CRM. This post covers Sheets and Whiteboards.
What is Claude Sheets?
It is a spreadsheet that lives inside Claude. You describe what you want to track. Claude builds the sheet. Then you and Claude edit the same cells.
Anthropic's help page says Claude can:
- Add tabs and write formulas that work across tabs. The formulas stay in the cells, so you can check them.
- Format cells, with conditional formatting too. That means a cell changes color based on what is in it.
- Add dropdowns and checkboxes.
- Make charts, such as bar, line and pie charts.
You can also type in cells yourself. The sheet has 144 functions. You can leave comments on cells for your team.
Each edit Claude makes is outlined as it happens, so you see what changed. Version history lets you go back to an earlier version.
What is Claude Whiteboards?
It is a shared board for thinking through ideas with Claude and your team. You can lay out a plan, then ask Claude to sort it.
Anthropic's help page says you can ask Claude to:
- Regroup the board by theme or into a timeline.
- Find what is missing between steps. Claude adds ideas for you to review.
- Look at one part. Drag across an area and ask about that part only.
When you are done, ask Claude to turn the board into a doc or a deck. You can also use Send to for Lucid, Miro or Zoho Vani.
Who can use them?
Both are in beta on the Pro, Max, Ultra, Team and Enterprise plans.
- Team plans: both are on by default.
- Enterprise plans: both are off by default. An admin turns them on in Organization settings > Artifacts.
Whiteboards works on the web, Claude Desktop and Claude Mobile. Sheets works on the web and desktop. On a phone, Sheets has basic read only access.
How do you start a sheet or a board?
You can ask in any chat. Or start from the Artifacts tab. Artifacts are the things Claude makes for you, saved in your sidebar.
- Go to the Artifacts tab in your Claude sidebar.
- Select the Sheets tile or the Whiteboard tile.
- Describe what you want, then send. For a sheet, you can also start blank.
For Whiteboards, you can talk instead of type. Select the microphone next to the send button. Select it again to stop.
To bring others in, open the sheet or board and click Share. Both start private to you.
Try this: a client tracker in one prompt
Here's the thing. Most of us keep clients in 3 places. A sheet built in plain words can fix that.
Anthropic's tip is to say what the sheet is for and what you want to track. If you have numbers, paste them in. Copy this into a chat:
Build me a sheet to track my clients. Columns: client name, start date, service, next session, last check in, and status. Make status a dropdown with Active, Paused and Done. Add a checkbox called Follow up sent. Highlight any next session date that is in the past. Add a second tab that counts my clients by status.
Then check the formulas. They stay in the cells, so you can read each one. Ask Claude to fix any that look wrong.
A second use: plan your next launch on a whiteboard
Imagine if your launch plan lived on one board, not in 6 notes. Start a whiteboard and say:
Map my next workshop launch from the first email to the day after the event. Group the steps by week. Then show me what is missing between steps.
Move the notes around with your team. When it looks right, ask Claude to "Turn this board into a project plan."
What should you watch out for?
- It is a beta. Things may change, and some tools are missing.
- Sheets is not Excel. At launch, there are no pivot tables, filter views, find and replace, or macros.
- No PDF. A sheet downloads as .xlsx or CSV, not PDF.
- Size limit. A sheet holds up to 100,000 cells.
- No live data. A sheet does not pull live data from your connected apps.
- Boards see the board only. Claude works from what is on the board, not your connected apps.
- It uses your limits. Both count toward your plan's usage limits.
- Health data. Sheets does not support HIPAA yet, a US health privacy law. Whiteboards is not offered to groups set up for HIPAA.
Already keep your files in Excel or Google Sheets? Anthropic points you to Claude for Excel or Claude for Google Workspace when you need their full features.
The bigger picture
The tools moved. The habits did not. A tracker used to mean an hour of setup. Now you say what you need, and you check the work.
Say it. It builds. You approve. The checking part is still yours.
Questions people ask
Can Claude make a spreadsheet for me?
Yes. Ask in any chat, or pick the Sheets tile in the Artifacts tab. Claude builds the sheet with tabs, formulas and formatting.
Is Claude Sheets free?
No. It is only on paid plans: Pro, Max, Ultra, Team and Enterprise.
Can I download a Claude sheet to Excel?
Yes. You can download a sheet as an .xlsx file or a CSV file. PDF export is not offered yet.
Can I bring in a Google Sheet or a CSV?
Yes. Anthropic says you can import a CSV file, or import from Google Sheets or Excel. You can also paste from either one.
Does Claude Sheets work on my phone?
Only to look. On mobile, Sheets has basic read only access. Whiteboards works on Claude Mobile.
Can people outside my team join a whiteboard?
Yes, by email invitation. On Team and Enterprise plans, the Email invitations outside your organization setting must be on in Organization settings > Artifacts.
What is the difference between Claude Sheets and Claude for Excel?
Claude Sheets is a light, shared sheet you build inside Claude. Claude for Excel works in files that already live in Excel. Anthropic says to use it when you need Excel's full set of tools.