Claude Sheets and Whiteboards (beta): how to use them, plus Claude Data explained
On 10 November 2026 Anthropic added three work surfaces to Claude: Whiteboards for planning on a shared board, Sheets for spreadsheets that Claude builds and edits with you, and Claude Data for dashboards on company data. Whiteboards and Sheets are in beta; Claude Data, the renamed Claude Dashboards, is generally available. All three need a paid plan, and the cheapest is Pro at $20 a month. This guide shows how to create a sheet and a board, lists what the beta cannot do yet, and says when Google Sheets, Excel or a dedicated analysis tool is the better pick.
By Fırat Papatya · Published · 7 min read
Affiliate disclosure: Kuponaut has a partner code with Julius AI and may earn a commission if you buy through the Julius AI page linked below, at no extra cost to you. Kuponaut has no partner link or code with Anthropic. Anthropic's announcement, its two help articles and its plans page were read on 13 November 2026, and Julius AI's pricing page on the same day; prices are in USD before tax and can change. We have not used Claude Sheets or Whiteboards ourselves yet: this guide is built from Anthropic's own documentation. This article was drafted with Claude, the product it describes, and checked by a person.
What Anthropic released on 10 November 2026
Anthropic's announcement introduces three products that live inside Claude, next to chats and artifacts. Each one can be shared, and people and Claude work in it together.
Their status differs. Claude Whiteboards and Claude Sheets carry a beta label. Claude Data is generally available: it launched in beta in October 2026 as Claude Dashboards, and Anthropic says it renamed it because work with company data goes beyond dashboards. Two parts of Claude Data, certified queries and live sharing, are still marked beta.
| Product | What it is for | Status on 13 Nov 2026 | Where it works |
|---|---|---|---|
| Claude Whiteboards | Planning and brainstorming on a shared board that Claude draws and reorganises | Beta | Web, desktop and mobile apps |
| Claude Sheets | Spreadsheets with tabs, formulas, formatting and charts that Claude builds and edits | Beta | Web and desktop; mobile is read-only |
| Claude Data | Dashboards and data stories from company data in a warehouse or CRM | Generally available | Web, desktop and mobile; needs a data connector |
Sources: Anthropic's announcement of 10 November 2026 and the Claude Help Center, read 13 November 2026.
Which plans include them, and what they cost
The announcement says all three are available on all paid plans. The help articles name them: Pro, Max, Ultra, Team and Enterprise. The Free plan's feature list does not include Sheets, Whiteboards or Claude Data.
There is no separate price. The help articles say work in Sheets and Whiteboards counts toward your plan's usage limits, like other work with Claude.
On Team plans all three are on by default. On Enterprise plans Sheets and Whiteboards stay off until an owner turns them on under Organization settings > Artifacts, and Claude Data turns on by default on 19 November 2026.
| Plan | Price | Sheets, Whiteboards, Claude Data |
|---|---|---|
| Free | $0 | Not included |
| Pro | $20 a month, or $17 a month billed annually ($200 up front) | Included |
| Max | $100 a month | Included |
| Ultra | $200 a month | Included |
| Team, standard seat | $25 per seat a month, or $20 on annual billing | Included, on by default |
| Team, premium seat | $125 per seat a month, or $100 on annual billing | Included, on by default |
| Enterprise | $20 per seat on annual billing, 20-seat minimum, plus usage at API rates | Sheets and Whiteboards off until an admin enables them |
USD before tax. Source: claude.com/pricing, read 13 November 2026.
How to create a Claude Sheet
1. Start one. In any chat, ask Claude for a sheet: a tracker, a budget or a forecast. Say what you want to track and paste any data you already have. Or open the Artifacts tab, choose the Sheets tile and describe the sheet, or start with a blank one.
2. Bring in existing data. The help article lists importing a CSV file, importing from Google Sheets or Excel, and pasting cells copied from either. Imports are one-time copies, so the sheet does not stay linked to the original file.
3. Ask for changes in plain language: add a column, highlight overdue rows, add a chart. Claude can add tabs, write formulas that reference other tabs, apply conditional formatting and insert drop-downs, checkboxes and bar, line or pie charts. Formulas stay visible in the cells, so you can check them.
4. Check the work. Each change Claude makes is outlined as it is applied, and you can select a range and ask Claude to explain it. Version history lets you go back to an earlier version; restoring one removes the edits made after it.
5. Share or export. A sheet is private until you click Share. Collaborators can edit the same cells at the same time as you and Claude, and anyone in the sheet can comment on cells. You can download it as .xlsx or CSV, or use Send to for partner apps; the announcement names Airtable, Asana, monday.com and Smartsheet.
What Claude Sheets cannot do yet
Anthropic itself calls the current feature set simple and says more is planned. The help article is specific about the limits.
A sheet with 20 columns reaches the 100,000-cell limit at 5,000 rows (our arithmetic). For an export from a shop or an ad account, that is not much.
| Limit | What the help article says |
|---|---|
| Size | Up to 100,000 cells per sheet |
| Functions | 144 spreadsheet functions |
| Missing spreadsheet features | Pivot tables, protected ranges, find and replace, multi-column sort, filter views, multi-select drop-downs, PDF export |
| Excel features not supported | Macros, VBA, Power Query, DAX, print layout |
| Live data | A sheet cannot pull live data from connected apps; docs, decks and dashboards cannot use a sheet as a data source |
| Compliance during beta | HIPAA, CMEK and zero data retention are not supported |
Source: Claude Help Center, Get started with Claude Sheets, read 13 November 2026.
How to use Claude Whiteboards
1. Start one. Ask Claude for a whiteboard in any chat, for example to plan a product launch or map a process from start to finish. Or open the Artifacts tab and choose the Whiteboard tile. Every board is saved in the Artifacts tab.
2. Describe the plan by typing, sketching or dictating with the microphone button next to send. Dictation follows your browser's language. Claude draws what you describe with shapes, arrows and sections, and you can add pictures and videos.
3. Let Claude reorganise it. It can group the board by theme, turn it into a timeline, put steps in order, connect items that depend on each other and suggest missing steps, which it adds to the board for you to review.
4. Ask about one part. Drag across a region of the board and Claude focuses on that area when you ask a question.
5. Work together. Everyone on a board edits it live, and you can follow a teammate to see what they are looking at. Click Share to invite people; people outside your organisation join by email invitation, which an admin has to allow on Team and Enterprise plans.
6. Move the result on. Ask Claude to turn the board into a doc or a deck, use Send to for Lucid, Miro or Zoho Vani, or export a PNG from Share, then Export.
Limits at launch: a board cannot be imported from a file, and Claude works only from what is on the board, without context from your connected apps. Whiteboards is not available to organisations with HIPAA-ready configurations.
What Claude Data is, and who it is for
Claude Data is for teams whose numbers live in a data warehouse or a CRM. The announcement names Amazon Redshift, BigQuery and ClickHouse. You ask a question, and Claude queries the data and builds a dashboard, a written data story or a narrated video for review.
Certified metric definitions carry a certified badge, changes are tracked and can be rolled back, and each dashboard has its own refresh schedule. A live-shared dashboard shows current numbers to colleagues who have no connector access; they see only the approved queries.
Without a data connector Claude Data has nothing to read. A solo user with a few CSV files is better served by Sheets or by a file-analysis tool.
Board to sheet to dashboard: what actually connects
It is tempting to picture one flow: brainstorm on a board, turn it into a table, then into a dashboard. The documentation does not describe that chain. A board converts into a doc or a deck, not into a sheet. A sheet exports to .xlsx, CSV or a partner app, and the help article says dashboards cannot use a sheet as a data source.
What the same pages do describe: finish the plan on a board, then describe the tracker you need in a chat and ask for a sheet, pasting the task list if you have one. For numbers that must stay current, Claude Data reads from the warehouse or CRM connector itself.
Claude Sheets, Google Sheets or Excel?
Anthropic's own guidance is the fair summary. Use Claude Sheets for lightweight, shared sheets you build with Claude. For files you already keep in Excel or Google Sheets, or when you need the full feature set of those apps, use Claude for Excel or Claude for Google Workspace, or export the sheet.
| If you need | Pick |
|---|---|
| A tracker, budget or forecast drafted from a prompt | Claude Sheets |
| Pivot tables, filter views or protected ranges | Google Sheets or Excel |
| Macros, VBA, Power Query or print layouts | Excel |
| Claude's help inside a file you already keep in Excel or Google Sheets | Claude for Excel or Claude for Google Workspace |
| More than 100,000 cells | Google Sheets, Excel or an analysis tool |
| Charts and statistics from an uploaded file, without building a sheet | A file upload in a Claude chat, or a file-analysis tool such as Julius AI |
Based on the limits in Anthropic's help article, read 13 November 2026.
When a dedicated data analysis tool makes more sense
Sheets is a place to build and share a table. Questioning a data file is a different job: you upload the file, ask in plain language and get calculations and charts back. Claude does that in a normal chat with a file upload, and our tested guide is here: How to analyze PDF and Excel files with Claude.
Julius AI is built around that one job. It takes data questions in natural language and returns calculations and charts. On 13 November 2026 its pricing page listed a free plan with daily credits and Plus at $20 a month with 2,000 credits, or $16 a month on annual billing. Our walkthrough: How to analyze an Excel or CSV file with Julius AI. Whichever tool you use, check the written conclusions against the source rows.
The code KUPONAUT takes 10% off all Julius AI plans; Kuponaut applied it at checkout on 4 November 2026.
Should you try them now?
If you already pay for Claude, yes. Sheets and Whiteboards cost nothing extra and draw on the same usage limits. Start with something small, such as a content calendar or a launch checklist, and remember that you can export it.
If you would subscribe only for Sheets, wait. It is a beta without pivot tables, find and replace or live data. The reason to pay for Claude is still the assistant itself; these surfaces are an extra.
Frequently asked questions
Is Claude Sheets free?
Not on the Free plan. Sheets, Whiteboards and Claude Data are included in the paid plans: Pro, Max, Ultra, Team and Enterprise. Pro is $20 a month, or $17 a month billed annually, as read on 13 November 2026. There is no separate charge; usage counts toward your plan's limits.
Are Claude Sheets and Whiteboards generally available?
No. On 13 November 2026 both carry a beta label. Claude Data, formerly Claude Dashboards, is generally available, with certified queries and live sharing still in beta.
Can Claude Sheets open Excel or Google Sheets files?
You can import a CSV file, import from Excel or Google Sheets, or paste copied cells. Each import is a one-time copy, not a live link. You can export a sheet as .xlsx or CSV.
Does Claude Sheets have pivot tables?
Not yet. The help article lists pivot tables, protected ranges, find and replace, multi-column sort, filter views and PDF export as not available, and macros, VBA and Power Query as not supported.
How big can a Claude Sheet be?
Up to 100,000 cells, with 144 functions available, according to the help article read on 13 November 2026.
What is Claude Data?
A tool for dashboards and data stories built from company data in a warehouse such as Amazon Redshift, BigQuery or ClickHouse, or in a CRM. It was called Claude Dashboards during its October 2026 beta and needs a data connector.
Is there a Claude promo code for Sheets or Whiteboards?
Kuponaut has no code and no partner link for Claude. The features are part of the paid plans, so no code is needed to turn them on.
Related code pages
- Julius AI discount code — Tested at checkout November 4, 2026: 10% off all plans.
- Julius AI: julius ai pricing
- Julius AI: julius ai student discount
- Julius AI vs ChatGPT for Data Analysis (2026): Pricing & Features
- How to analyze an Excel or CSV file with Julius AI (and check the answers)
- Free plan or free trial? What 28 AI tools give you before you pay (October 2026)
- How to find your most profitable product with Julius AI (profit after fees and shipping, not just sales)
Links
- Anthropic: Introducing Claude Whiteboards, Claude Sheets, and Claude Data (10 November 2026, read 13 November 2026)
- Claude Help Center: Get started with Claude Sheets (read 13 November 2026)
- Claude Help Center: Get started with Claude Whiteboards (read 13 November 2026)
- Claude plans and pricing (read 13 November 2026)
- Julius AI pricing (read 13 November 2026)