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Claude Whiteboards, Claude Sheets and Claude Data Guide

Plan on a shared board, build trackers in a spreadsheet, and turn company data into dashboards, all inside Claude

  • 9 bite-sized sections
  • 2 min read
  • Free, no signup

Short answer

A free guide to Claude Whiteboards, Claude Sheets, and Claude Data as of November 11, 2026: what Anthropic started rolling out on November 10, what each tool does, who can use them, beta versus general availability, admin defaults on Enterprise, exports, connecting data sources, prompts to start with, Claude Meetings, how they compare with Miro, Excel, and Google Sheets, and tips for teams.

Updated

Built with love by Shushant Lakhyani. Building bestproductivityresources.com

Inside this guide

Short cards you can read in order or jump straight to. Tap the link icon on any card to share just that part.

01

What Anthropic launched

On November 10, 2026, Anthropic started rolling out three workplace tools inside Claude: Whiteboards, Sheets, and Data. Instead of getting an answer in chat and copying it elsewhere, you get a shared board, spreadsheet, or dashboard your team can keep working on.

Think a plan through on a board, build a tracker in a sheet, and tell a story with your data.

02

Claude Whiteboards

  • Describe a plan and Claude lays it out on a shared board
  • Timelines, tasks, and deadlines your team can edit
  • Similar in purpose to Miro, FigJam, or Lucidchart
  • In beta

Lay out our product launch on a whiteboard: workstreams for marketing, product, and support, key milestones over eight weeks, owners, and risks.

03

Claude Sheets

  • Ask for a tracker or budget and get a spreadsheet to build on together
  • Exports to XLSX and CSV
  • Simple spreadsheet features for now, compared with Excel or Google Sheets
  • In beta

Build a content tracker sheet with columns for title, owner, status, due date, and channel, a status dropdown, and a summary of items due this week.

04

Claude Data

  • The new name for Claude Dashboards
  • Connects to systems such as Snowflake, Salesforce, a data warehouse, or a CRM
  • Turns answers into dashboards, data stories, and narrated videos
  • Generally available on paid plans

Using our sales data, show monthly revenue by region for the last year, highlight the three biggest changes, and turn it into a short data story for the leadership meeting.

05

Who can use them

Plans
Paid Claude plans
Whiteboards and Sheets
Beta; off by default on Enterprise until an admin enables them
Data
Generally available; scheduled to turn on by default for Enterprise on November 19, 2026

The rollout is gradual, so you may not see them straight away.

06

Claude Meetings

Anthropic also announced Claude Meetings: add Claude to a call and it takes notes and updates your documents. Reports describe it as coming later or in early beta.

07

How they fit together

  • Plan the project on a Whiteboard
  • Track the work in a Sheet
  • Report results with Data
  • Keep everything in one Claude Project
08

Tips for teams

  • Start with one real project, not a demo
  • Give Claude your template or an example to match
  • Check numbers in Data against the source system
  • Agree who can edit shared boards and sheets
09

Data and privacy

  • Connect only the data sources you need
  • Use read-only access where possible
  • Admins should review settings before Data turns on by default

The golden rule

Do not move your whole team onto new tools overnight. Try a Whiteboard, a Sheet, or Data on one real project, check the output, and expand once it earns its place.

  • Whiteboards
  • Sheets
  • Data
  • Beta
  • Exports
  • Admins
  • Meetings

Ask Claude to lay out your next project on a Whiteboard and share it with one teammate.

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Frequently asked questions

The quick answers, if you just need the gist.

What does “Claude Whiteboards, Claude Sheets and Claude Data Guide” cover?
It has 9 sections, starting with “What Anthropic launched”, “Claude Whiteboards”, “Claude Sheets” and “Claude Data”, plus 5 more sections.
How long does it take to read?
About 2 minutes. Every section is a short, self-contained card, so you can jump straight to the part you need.
Is this guide free?
Yes. The full guide is free to read on this page, with no sign-up.
When was this guide last updated?
It was last updated in November 2026.

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