--- title: "Claude Sheets, Whiteboards for Your Firm | By The People Tech" description: "On 10 Nov 2026 Anthropic launched Claude Sheets and Whiteboards in beta and made Dashboards generally available as Claude Data, on all paid plans." url: https://bythepeople.tech/claude/whats-new/claude-sheets-whiteboards-data --- [Claude for Business](/claude) [What’s New](/claude/whats-new) Claude Sheets, Whiteboards and Data New feature Released 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 On this page * [What changed](#changed) * [What it means](#means) * [What to do this week](#steps) * [Questions](#questions) Published by [Fatjon (Tony) Kalemaj](/about-us/fatjon-tony-kalemaj) COO & Head of Applied AI 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 1\. 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 2\. 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 3\. 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 4\. Formerly Claude Dashboards, now generally available. It needs a data connector, such as a warehouse or CRM. ### 5. Certified queries 5\. Your data team certifies the queries everyone should use, and charts built on them carry a certified badge. In beta. ### 6. Live sharing 6\. 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 7\. See who edited a dashboard and roll back to a specific version. Dashboards now cache, with refresh cadence set per dashboard. ### 8. Interactive connectors 8\. 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 1. 01 · Set your Artifacts defaults : Enterprise admins: open Organization settings > Artifacts and decide on Whiteboards, Sheets and Claude Data, which is on by default from 19 November 2026. Team plan owners: all three are on by default, so confirm that is what you want. 2. 02 · Name who certifies your metrics : Choose the person on your data team who certifies queries in Claude Data, so shared charts carry the certified badge and teams work from the same numbers. 3. 03 · Pilot Sheets on one tracker : Pick one team and one tracker, such as a weekly status report or a data room request list, and build it in Sheets. Check that the .xlsx export works for the people who review it. 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. * [Anthropic: Introducing Claude Whiteboards, Claude Sheets, and Claude Data](https://claude.com/resources/articles/sheets-whiteboards-data) * [Anthropic: More ways to work with Claude: Sheets, Whiteboards, and Interactive Connectors](https://claude.com/resources/articles/more-ways-to-work-with-claude-sheets-whiteboards-and-interactive-connectors) ## 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. Read next [9 November 2026 : Claude Fable 5.2: lower price, 1M context](/claude/whats-new/claude-fable-5-2) [6 November 2026 : Claude roundup: 6 November 2026](/claude/whats-new/claude-roundup-2026-11-06) [5 November 2026 : Claude Enterprise security center and admin controls](/claude/whats-new/claude-enterprise-security-center-admin-controls) Newsletter ## Keep up with _every_ release. One email when something ships or retires that matters to a company: what changed, what it means, the date and what to do. Unsubscribe any time. Work email How did you hear about us? How did you hear about us? ChatGPT Claude Perplexity Another AI assistant Google or Bing search LinkedIn YouTube Someone referred me An event or webinar Our newsletter Somewhere else ## Want this working inside your firm? We run Claude workshops on your own documents and stay on as your teams adopt each release. [Book 30 minutes with Tim](https://calendly.com/timminer-1/chat-with-tim) [hello@bythepeople.tech](mailto:hello@bythepeople.tech?subject=Claude%3A%20Claude%20Sheets%2C%20Whiteboards%20and%20Data)