Anthropic launches Claude Whiteboards, Sheets and Data

By Elena Vasquez

Anthropic launched Claude Whiteboards and Claude Sheets in beta on November 10, 2026, and made Claude Dashboards generally available under the new name Claude Data.

Anthropic says all three products are available on paid plans across the web, desktop, and mobile, adding shared workspaces where teams can continue editing with Claude.

Before the launch, Anthropic said users often transferred generated material to another application. Claude then lost live access to subsequent progress and changes made there.

That gap matters because shared planning, spreadsheet editing, and reporting can now stay inside one Claude workspace, while exports and partner integrations still provide routes into specialist tools.

Anthropic says boards, sheets, documents, and dashboards can remain inside Claude during collaboration. A product team can move from a spoken plan to a live timeline, then into a shared sheet and a current dashboard.

What can Whiteboards and Sheets do?

According to Anthropic, Whiteboards provides a real-time canvas for group planning. A spoken discussion of an unfinished plan can become a timeline with named owners and dates, Anthropic says.

In a retrospective, Claude can group participants’ notes by theme and draft action items for each person, according to Anthropic.

Users can draw a box around part of a board and direct their questions to that selection, Anthropic says. That narrows Claude’s attention without separating the question from the underlying material.

After the session, Claude can convert the board into a document or presentation. Anthropic says teams can also transfer it to Lucid, Miro, or Vani by Zoho for further work.

The practical change is that planning can remain active in Claude while the team evaluates its next tool. Whiteboards does not remove those handoffs, but it keeps the original discussion and its outputs together.

Sheets can generate spreadsheets with tabs, formulas, formatting, and drop-down menus, according to Anthropic. One prompt can request something as specific as a campaign tracker or hiring budget.

Claude can edit within cells and outline each change so users can follow what it did, Anthropic says. The resulting sheet can then be shared with a team.

Anthropic describes the current spreadsheet functionality as “simple, with more in development.” The beta therefore presents Sheets as an assistant-built workbook rather than a complete replacement for established spreadsheet software.

Users needing Excel’s full feature set can export XLSX or CSV files or use Claude for Excel, Anthropic says. Other handoffs include Airtable, Asana, monday.com, and Smartsheet.

Across both products, Anthropic is keeping outside tools available while bringing more of the working document into Claude. Whiteboards starts with discussion and planning; Sheets turns requests into structured files that teams can review, share, and send elsewhere.

How does Claude Data govern shared reporting?

Claude Data builds on the Dashboards beta Anthropic introduced on October 8, 2026. That release connected Claude with several data platforms and customer relationship management systems.

Anthropic said the October 8 beta connected Claude to:

• Amazon Redshift, BigQuery, ClickHouse, Databricks, and Snowflake for data platforms.
• Salesforce for customer relationship management.

Users could ask questions in plain language, receive a dashboard that stayed current, and inspect the query behind each chart, according to Anthropic. That query inspection gives viewers a way to examine how a metric reached the screen.

The product’s new name reflects use cases that now “extend beyond dashboards,” Anthropic said. Its scope now includes certified metrics, controlled sharing, narrative drafts, design systems, and version history.

General availability does not apply to every Data feature. Certified queries and live sharing remain in beta, Anthropic says, leaving two of the product’s most consequential enterprise controls outside its general release.

Data teams can certify the queries and metric definitions that colleagues should use. Anthropic says charts built on those certified metrics carry a certified badge.

Anthropic presents certification as a way to avoid dashboards built on conflicting data. Instead of accepting several versions of the same business metric, teams can define an approved query and identify the dashboards that rely on it.

Live sharing addresses a different access problem. Colleagues can open a shared dashboard and see current numbers without receiving access to the connectors that keep it updated.

Viewers see dashboard results rather than the underlying data, Anthropic says. They can also run only approved queries, keeping connector credentials and unrestricted data access outside the shared view.

The result is a distinction between distributing a metric and granting access to the systems behind it. A team can circulate a live business measure without handing every recipient the warehouse or CRM connection behind it.

Claude Data can also draft stories or narrated videos from a team’s metrics for review before sharing, according to Anthropic. Those outputs remain part of the same reporting workflow rather than requiring a separate presentation tool.

Other additions include design-system support and tracked changes that identify editors and permit rollbacks to specific versions. Anthropic says those controls apply to collaborative reporting as teams refine charts and narratives.

Caching now replaces the previous reload-on-open behavior. Anthropic says administrators can set the refresh cadence separately for each dashboard, allowing different reports to update on different schedules.

Claude Data requires a data connector such as a warehouse or customer relationship management system. Anthropic lists these additional partners:

• Amplitude, Mixpanel, Omni, PostHog, and Sigma.

Which defaults and connected apps change now?

Anthropic’s administrative defaults differ by plan. The company says:

• Team plans: Whiteboards, Sheets, and Data are all on by default.
• Enterprise plans: Whiteboards and Sheets start off by default, while Data is scheduled to turn on by default on November 19, 2026.

Administrators can adjust those settings through the Artifacts section of Organization settings, Anthropic says. Enterprise teams can therefore control when the new workspace and reporting tools appear for their organizations.

In a related announcement on November 10, Anthropic expanded interactive connectors so supported tools can open beside a conversation or in full screen. The rollout covers the web and desktop app on all plans.

Access depends on accounts receiving the new Claude experience or organizations enabling it, Anthropic says. The connected-tool interface is not tied solely to the new product defaults.

Claude can make approved changes to an open page, row, or file while the user watches, according to Anthropic. The company lists edits in Confluence, revisions with side-by-side comparisons in Box, and document or database creation in Notion.

These connectors use MCP Apps, an extension that lets a Model Context Protocol server supply its own interface inside an AI application. The feature gives each connected service a surface for handling approved actions within Claude.

Developer support for additional capabilities, including app tools and embedded sites, is in public preview. Anthropic describes that as a separate status from the end-user rollout, so more advanced connector work remains outside general availability.

The launch gives Anthropic a connected path from early planning to shared reporting, with specialist exports and integrations along the way. The next dated checkpoint is November 19, 2026, when Claude Data is scheduled to become an Enterprise default; certified queries, live sharing, and additional MCP Apps developer capabilities will still carry beta or preview labels.