How to Use Claude Sheets and Whiteboards
Step-by-step guide to Claude Sheets and Whiteboards beta. Build trackers, brainstorm on boards, and collaborate with your team inside Claude.
Anthropic launched Claude Sheets and Claude Whiteboards in beta on November 10, 2026. Both tools sit inside Claude on paid plans. You describe what you need. Claude builds the spreadsheet or board. Your team edits alongside it. No more copying outputs into Excel or Miro and losing context.
This guide shows how to start both tools, work with them, share results, and export when you need more power. Facts come from Anthropic’s announcement and help center pages.
What Claude Sheets and Whiteboards Do
Claude Sheets creates spreadsheets with tabs, formulas, formatting, and drop-downs. Ask for a campaign tracker or hiring budget. Claude builds it and outlines every edit it makes so you can track changes. You and your team edit the same cells.
Claude Whiteboards is a shared board. Talk through a messy plan. Claude turns it into a timeline with owners and dates. In a retro, everyone adds notes. Claude groups them by theme and drafts action items. Drag a box around any area and ask Claude about just that part. When finished, Claude turns the board into a document or deck, or sends it to Lucid, Miro, or Vani.
Both work on web, desktop, and mobile. They are available on all paid plans (Pro, Max, Ultra, Team, Enterprise). Team plans have them on by default. Enterprise admins must turn them on under Organization settings > Artifacts. Free plans do not include them.
Claude Data (formerly Dashboards) is also available and needs a data connector. This guide focuses on Sheets and Whiteboards.
How to Start a Claude Sheet
Open Claude on the web, desktop app, or mobile. Make sure you are on a paid plan and the tools have rolled out to your account.
From a chat
In any conversation, ask Claude directly. Example prompts from Anthropic:
- “Build a campaign tracker with owners, dates, and status.”
- “Make a hiring budget by team and quarter.”
- “Forecast next quarter from these deals and flag what’s at risk.”
Claude creates the sheet and saves it in your Artifacts tab.
From the Artifacts tab
- Go to the Artifacts tab.
- Select the Sheets tile (labeled “Sheets” and marked beta).
- Describe the sheet you want or start blank.
Give Claude the numbers if you already have them. It builds from your data rather than inventing figures.
Once the sheet exists, keep working:
- Ask for changes: “Add a column for budget remaining” or “Highlight anything that’s overdue.”
- Select cells and ask about them: “Why is this total higher than last month?”
- Claude outlines each edit so you see exactly what changed.
Sheets currently offer simple spreadsheet features. When you need advanced Excel tools, export to .xlsx or CSV, or use Claude for Excel.
How to Start a Claude Whiteboard
The process mirrors Sheets.
From a chat
Ask Claude:
- “Start a whiteboard to plan our product launch.”
- “Put the options for this decision on a whiteboard, with the trade-offs of each.”
- “Map this process on a whiteboard from start to finish.”
You can also dictate a brain dump. Claude organizes it into a board with timeline, owners, and dates.
From the Artifacts tab
- Go to the Artifacts tab.
- Select the Whiteboard tile.
- Describe what you want to work through.
On the board, use the tools at the bottom to add sticky notes, text, shapes, or drawings. Click “Ask Claude” to give instructions without leaving the board.
Claude can:
- Reorganize the board by theme or turn it into a timeline.
- Find gaps between steps and add suggestions.
- Answer questions about a selected region.
When you finish, ask Claude to turn the board into a document or slide deck, or export it to Lucid, Miro, or Vani by Zoho.
Every whiteboard saves in the Artifacts tab.
Sharing and Collaboration
Share a sheet or whiteboard with teammates who have Claude accounts. They can edit alongside you and Claude. Changes appear in real time. Claude continues to outline its own edits so the whole team sees what the model did.
On Team plans the tools are already enabled. On Enterprise, an admin enables them first under Organization settings > Artifacts.
You can also open partner apps (Adobe, Atlassian, Box, Notion, and others) as full apps beside the chat. Interactive connectors let you work inside those tools without switching tabs.
Tips for Better Results
Describe the purpose clearly. Tell Claude what the sheet or board is for and what you want to track. Supply existing numbers instead of asking it to invent them.
Start simple. Build a basic tracker or timeline first. Then ask for refinements. Claude handles iterative edits well because it stays in the same artifact.
Review outlined changes. Because Claude marks every edit, you can accept, undo, or adjust before sharing with the wider team.
Export when you hit limits. Sheets are intentionally simple for now. Move complex models to Excel or Google Sheets. Turn finished whiteboards into docs or decks so the output lives where your team already works.
Combine with other Claude features. Use a whiteboard for planning, then ask Claude to turn the agreed timeline into a sheet for tracking. The context stays inside Claude.
If you also work with Gemini models, see our guide to adding Gemini 4 Carbon to Android apps with Firebase AI Logic.
Watch the Official Demo
Anthropic’s short demo shows Whiteboards, Sheets, and Data in action.
Conclusion
Claude Sheets and Whiteboards keep planning and tracking inside the same conversation where Claude already understands the project. You describe the need, Claude builds the artifact, and the team edits together with full visibility into every change. Start with one real project—a campaign tracker or launch timeline—and test the flow before rolling it out wider.
Availability continues to roll out. Check your Artifacts tab or ask Claude to create a sheet or whiteboard to see if the tools are live for your account.
Sources
- Anthropic: Introducing Claude Whiteboards, Claude Sheets, and Claude Data (November 10, 2026)
- Claude Help Center: Get started with Claude Sheets
- Claude Help Center: Get started with Claude Whiteboards
- Anthropic YouTube: Introducing Claude Whiteboards, Sheets, and Data
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