Claude Sheets, Whiteboards and Meetings: What They Do, Plans and How to Use Them (2026)

Anthropic just turned Claude into something that looks a lot like an office suite. On 10 November 2026 it launched Claude Sheets, Claude Whiteboards and Claude Meetings, and made Claude Data generally available.

That puts Claude straight up against Gemini in Google Workspace and Copilot in Microsoft 365. The difference is that Claude builds the file for you from a chat, then lets your team keep editing it with Claude still in the room.

This guide covers what each tool does, which plan you need, how to turn them on, how they compare with Google and Microsoft, and the limits Anthropic admits to in the beta.

What Anthropic Launched on 10 November

Anthropic announced four workplace tools at once, at an event in San Francisco. Three are new and in beta. One is an existing product that graduated with a new name.

The timing matters. OpenAI shipped its own workplace tools on 29 September, and Anthropic is weeks away from its IPO. TechCrunch and Engadget both framed this as Anthropic going after Google and Microsoft directly.

Which Plan Gets Which Tool

None of this is on the free plan. Here is the split, based on Anthropic’s announcement and launch coverage.

Paid plans start with Pro at $20 a month. Anthropic has not announced any extra charge for these tools, but usage still counts against your normal plan limits.

Note: Claude Meetings is the only tool that needs a Team or Enterprise plan. A solo Pro or Max user gets Sheets, Whiteboards and Data, but not the meeting agent yet.

Claude Sheets: What It Can and Can’t Do

Claude Sheets is a spreadsheet that Claude creates from a prompt. Anthropic’s examples are a campaign tracker and a hiring budget: Claude does the first build, and the team refines it from there.

What you get

• Multiple tabs in one file.
• Formulas, so totals and calculations update when values change.
• Formatting and drop-down menus for status columns and categories.
• Direct cell edits by Claude, with each change outlined so you can see exactly what it touched.
• Sharing: you, coworkers and Claude can all edit the same file.
• Export to .xlsx (Excel) or CSV.

What it is not (yet)

Anthropic is upfront that Sheets has “simple spreadsheet functionality” for now. It has not published a list of supported functions, pivot tables or chart types.

For heavy models, Anthropic points you to Claude for Excel, or to partner tools. Sheets can hand off to Airtable, Asana, monday.com and Smartsheet.

Prompts worth trying

1. Start with structure. “Build a Q1 content calendar with tabs for Plan, Budget and Results. Add a Status drop-down with Idea, Drafting, Live.”
2. Add the maths. “In Budget, add a Total column and a running total at the bottom. Highlight rows over $500.”
3. Check the changes. Look at the outlined cells before you accept them, the same way you would review a colleague’s edits.
4. Export when you’re done. Download as .xlsx if finance lives in Excel, or CSV for imports.

Tip: already living in Google Sheets? Our Gemini in Google Sheets guide covers the =AI() function and sheet building there, so you can compare both side by side.

Claude Whiteboards: From Talk to Timeline

Whiteboards is a shared canvas for planning sessions. You talk through a plan, and Claude lays it out as a timeline with owners and dates.

• Retros and brainstorms: colleagues add notes in real time; Claude groups them by theme and drafts action items for each person.
• Ask about a section: select part of the board and ask Claude about it.
• Turn it into a deliverable: convert a finished board into a doc or slide deck.
• Move it elsewhere: send the board to Lucid, Miro or Vani by Zoho.
• Inside meetings: Claude can build the board live during a Claude Meetings call, not just afterwards.

It is in beta on all paid plans, on web, desktop and mobile.

Claude Meetings: How the Meeting Agent Behaves

Claude Meetings is the most interesting launch, and the one with the most rules. Claude joins a video call as a visible participant and works while people talk.

What Claude does in the call

• Takes notes and tracks decisions.
• Drafts the plan being discussed, or maps a timeline on a Whiteboard.
• Answers questions in the meeting chat.
• Pulls facts from your connected work apps, for example last year’s figures.
• After the call, puts notes, action items and anything it made into claude.ai.

The consent and guest rules

• Visible: Claude shows in the participant list and posts a notice in the meeting chat.
• No outsiders by default: it will not join a call that has external guests unless an admin allows it.
• Auto-leave: if an outside guest joins mid-call without that permission, Claude leaves.

At launch it works with Google Meet only. Zoom and Microsoft Teams were not mentioned. Anthropic’s knowledge-work product lead Nicholas Lin told Axios it was tested internally for about two months and now sits in nearly all of Anthropic’s own meetings.

Warning: recording and note-taking laws differ by country and US state. Even with Claude’s visible notice, tell participants at the start of the call that an AI note-taker is present.

Claude Data: Dashboards Grow Up

Claude Data is the new name for Claude Dashboards, which entered beta in October. Anthropic renamed it because companies use their data for more than dashboards.

Partners named for Claude Data are Amplitude, Mixpanel, Omni, PostHog and Sigma.

Full Apps Inside Claude

Claude already had connectors, and the Claude Marketplace lists over 9,000 of them. The new interactive connectors go further: the full partner app opens beside your chat or full screen.

Claude can see what is in that window and act on it. The first partners named are Adobe, Atlassian, Box and Notion, with HubSpot also mentioned in launch coverage.

How to Turn It On (Admins and Users)

For Team and Enterprise admins

1. Open the admin settings. In Claude, go to Organization settings > Artifacts.
2. Enable Sheets and Whiteboards. On Team they are already on. On Enterprise they start off, so switch them on if you want them.
3. Decide on Claude Data. It is on for Team now and turns on for Enterprise on 19 November. Switch it off first if you are not ready.
4. Connect a data source. Claude Data needs a warehouse or CRM connector before anyone can use it.
5. Set the Meetings guest policy. Decide whether Claude may join calls with external guests. Without your approval it won’t.

For individual Pro and Max users

1. Update your apps. Make sure the Claude desktop and mobile apps are on the latest version; the beta is rolling out.
2. Ask for a sheet or board in chat. Describe what you need, for example “make a shared hiring budget with tabs per team”.
3. Review and share. Check Claude’s outlined edits, then share the file with collaborators.
4. Export. Download Sheets as .xlsx or CSV, or turn a board into a doc or deck.

Note: Anthropic has not published click-by-click user steps, and beta menus can change. If you don’t see the tools yet, the rollout may not have reached your account.

Claude vs Gemini Workspace vs Microsoft Copilot

Sources: Anthropic announcement, and our own Gemini in Sheets and Copilot in Teams guides.

Who should use which

• Small teams already paying for Claude: try Sheets and Whiteboards first. They cost nothing extra and export cleanly.
• Finance and heavy spreadsheet users: stay in Excel or Google Sheets. Claude Sheets is deliberately basic for now.
• Teams on Microsoft Teams or Zoom: Claude Meetings won’t help yet. Copilot in Teams is the native choice.
• Data teams: Claude Data is worth a pilot if your warehouse is Redshift, BigQuery or ClickHouse.

Limits, Privacy and Open Questions

• Beta quality: Sheets, Whiteboards and Meetings are betas. Expect missing features and changes.
• No import detail: Anthropic documents export (.xlsx, CSV) but not native import of existing Excel or Google Sheets files.
• Google Meet only: no Zoom or Teams support was announced.
• No pricing or usage caps published: the tools sit inside paid plans, but heavy use will still hit your normal limits.
• Retention: launch coverage did not detail how long meeting notes are kept. Enterprise admins should check their data-retention settings before rolling out Meetings.
• Regions: no country limits were stated.

Troubleshooting

My Take

This is Anthropic’s clearest bet yet that the chat window becomes the office. Instead of adding AI to an old spreadsheet, it adds a spreadsheet to the AI.

For most people, Whiteboards is the sleeper hit. Turning a messy planning call into owners, dates and a deck is exactly the boring work teams hate, and it is on every paid plan.

Sheets is honest about being basic, and that’s fine for trackers and budgets. Meetings is the bold one, and the guest rules are the right default. Google Meet only will keep a lot of companies on Copilot for now.

If you already pay for Claude, the Claude Projects plus Sheets combo is worth a week of testing.

FAQ

Is Claude Sheets free?

No. It is in beta on all paid Claude plans, starting with Pro at $20 a month. There is no announced extra fee.

Can I open my existing Excel file in Claude Sheets?

Anthropic only documents export to .xlsx and CSV so far. For working on existing Excel workbooks, it recommends Claude for Excel.

Does Claude Meetings work with Zoom or Microsoft Teams?

Not at launch. It works with Google Meet only, on Team and Enterprise plans.

Will people know Claude is in the meeting?

Yes. Claude appears in the participant list and posts a notice in the meeting chat.

What happens if a client joins a call with Claude in it?

Unless an admin has allowed external guests, Claude won’t join such calls and leaves automatically if an outside guest arrives.

What is the difference between Claude Data and Claude Dashboards?

It’s the same product, renamed and now generally available, with data stories, caching, tracked changes and beta certified metrics.

Where do admins turn these tools on or off?

In Organization settings > Artifacts. Team has them on by default; Enterprise has Sheets and Whiteboards off by default.

Which Claude model powers these tools?

Anthropic did not name a specific model. For the newest models, see our Claude Fable 5.2 and Mythos 5.2 guide.

Sources

• Anthropic: Claude Sheets, Whiteboards and Data announcement
• TechCrunch: Anthropic launches Claude Meetings
• Engadget: Anthropic takes on Google and Microsoft with Claude Sheets
• Android Headlines: Claude Sheets and Meetings
• ShiftDelete: Claude Sheets beta explained (cites Axios on internal testing)