New featureReleased 10 November 2026 · 4 min read
Your team's spreadsheets and boards can now stay in Claude.
On 10 November 2026 Anthropic launched Claude Sheets and Claude Whiteboards in beta, and Claude Dashboards became generally available as Claude Data. All three are available on all paid plans. On Enterprise plans, Claude Data is on by default from 19 November 2026 unless an admin changes it.
At a glance
- Launched
- 10 Nov 2026
- Plans
- All paid plans
- Status
- Sheets, Whiteboards in beta
- Enterprise default
- Data on from 19 Nov 2026
- Admin setting
- Org settings > Artifacts
01 · What changed
What Anthropic shipped.
What changed: work done with Claude usually had to move to another tool before a team could keep editing it, and Claude had no live access to follow the changes. Anthropic says documents, boards, sheets and dashboards can now stay in Claude, shared with the team, and move into partner tools when ready. For a firm, a board pack tracker or an IC meeting retro can be built and edited with Claude in one place. Admins also have new defaults to review in Organization settings.
- 1
Claude Whiteboards
A shared board your team brainstorms on with Claude, in beta. Claude can group notes by theme, draft action items, and turn the board into a doc or deck.
- 2
Claude Sheets
Spreadsheets with tabs, formulas, formatting and drop-downs, in beta. Claude outlines each edit it makes in the cells so you can track changes.
- 3
Excel and partner exports
Sheets have simple spreadsheet functionality for now. Export to .xlsx or CSV, use Claude for Excel, or continue in Airtable, Asana, monday.com or Smartsheet.
- 4
Claude Data
Formerly Claude Dashboards, now generally available. It needs a data connector, such as a warehouse or CRM.
- 5
Certified queries
Your data team certifies the queries everyone should use, and charts built on them carry a certified badge. In beta.
- 6
Live sharing
Colleagues see current numbers without access to the connectors. They see dashboard results rather than underlying data, and run only queries you approved. In beta.
- 7
Tracked changes and caching
See who edited a dashboard and roll back to a specific version. Dashboards now cache, with refresh cadence set per dashboard.
- 8
Interactive connectors
Apps such as Adobe, Atlassian, Box and Notion can open as full apps beside the conversation or in full screen.
02 · What it means
What it means for your seat.
For most firms the useful change is fewer handoffs: a deal team can sketch a workplan, build the tracker and share the numbers without leaving Claude. The governance change matters as much. Live sharing and certified queries decide who sees which numbers, and Enterprise defaults differ from Team defaults.
Leadership
Anthropic says a team's documents, boards, sheets and dashboards can now stay in Claude for shared editing, and move into partner tools or export to .xlsx or CSV when ready. Decide where your firm wants weekly status reports, portfolio trackers and IC prep to live, and who owns the certified metrics. Sheets and Whiteboards are in beta, so treat them as trials rather than systems of record.
Your teams
Whiteboards suits a deal kickoff or a retro: talk through the plan and Claude can lay it out as a timeline with owners and dates. Sheets can build a first pass of a tracker from a prompt, such as a data room request list. When a model needs full Excel, export to .xlsx or use Claude for Excel.
Risk and compliance
Live sharing lets colleagues see dashboard results without access to the connectors behind them, and they can run only the queries the owner approved. Review which data sources Claude Data connects to and who may share dashboards live. Tracked changes record who edited a dashboard and allow rollback to a specific version.
Enterprise admins
On Enterprise plans, Whiteboards and Sheets are off by default, and Claude Data is on by default from 19 November 2026. On Team plans, all three are on by default. You can change any of them anytime in Organization settings > Artifacts.
03 · This week
What to do this week.
0 of 3 done
Sources
Facts and dates are Anthropic’s own. What it means and what to do are our view, from the firms we work with. Drafted with Claude from these sources, checked against them figure by figure, and published 10 November 2026.
The short answers.
What is Claude Sheets?
Claude Sheets is a spreadsheet Claude builds and edits with you, launched in beta on 10 November 2026. It supports tabs, formulas, formatting and drop-downs, outlines each edit Claude makes, and can be shared with your team.
Is Claude Data the same as Claude Dashboards?
Yes. Claude Dashboards launched in beta in October 2026 and became generally available as Claude Data on 10 November 2026. Its certified queries and live sharing features are still in beta.
Which Claude plans include Sheets, Whiteboards and Claude Data?
All paid plans include them, on web, desktop and mobile. On Team plans all three are on by default; on Enterprise plans Whiteboards and Sheets are off by default and Claude Data is on by default from 19 November 2026.
Can I export Claude Sheets to Excel?
Yes. Anthropic says you can export a sheet to .xlsx or CSV, or use Claude for Excel when you need Excel's full functionality. You can also continue working in Airtable, Asana, monday.com or Smartsheet.
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