Claude gets Sheets and Whiteboards, and wants your campaign tracker

On Tuesday, November 10, Anthropic launched Claude Whiteboards and Claude Sheets in beta and made its Dashboards product generally available under a new name, Claude Data. All three are available on every paid plan and work on web, desktop and mobile. The point is to keep the work in Claude, where your team can keep editing it together, instead of copying it into another program the moment Claude finishes.

Claude Sheets builds spreadsheets with tabs, formulas, formatting and drop-downs, and Anthropic's own example of a starting prompt is a campaign tracker. Claude edits cells directly and outlines each change, so you can see what it touched. Anthropic is upfront that sheets are basic for now. When you need full Excel, you can export to .xlsx or CSV, or keep working in partner tools like Airtable, Asana, monday.com and Smartsheet.

Claude Whiteboards is a shared board for brainstorming. You can talk through a messy plan out loud, and Claude turns it into a timeline with owners and dates. In a retro, everyone adds notes, and Claude groups them by theme and drafts each person's action items. When the brainstorm is done, Claude can turn the board into a doc or a deck, or send it to Lucid, Miro or Vani by Zoho.

Claude Data works with your company's numbers once you connect a data source, such as a warehouse or a CRM. A data team can certify the metric definitions everyone should use, and charts built on them carry a "certified" badge. Claude can also draft data stories and narrated videos from your metrics for you to review before sharing. Certified queries and live sharing are still in beta. Analytics partners include Amplitude, Mixpanel and PostHog.

The same day, Anthropic upgraded interactive connectors, so a supported app can open beside your conversation or in full screen. You can ask Claude to change a page, row or file you have open, and you approve its actions the way you already approve a connector's. The upgrade is rolling out on the web and in the desktop app on all plans, as part of the new Claude experience.

The starting lineup looks like a marketing team's bookmarks bar, with Canva, Webflow, Asana, monday.com and Dropbox among the first tools. In HubSpot, Claude can prioritize pipeline tasks and follow-ups, then act on them. In Adobe, you can ask it to retouch photos and edit PDFs. Figma and Shopify are building integrations too.

One more piece is on the way. Anthropic says Claude Meetings is coming soon: you add Claude to a call, and it takes notes and updates your team's documents while you talk. There is no date yet.

Anthropic's launch post leans on customer stories, so read them as the companies' own claims, not independent studies. HubSpot's chief customer officer says live dashboards in Claude pull from HubSpot to prep each call, and follow-up emails are drafted within 30 minutes of a call ending. Advantage Solutions says forecast prep that took about 10 hours per cycle now takes under 30 minutes.

The one marketers should circle is Anthropic's own. Its legal team built a Slack-based review tool with Claude that drafts redlines from the team's playbook, and marketing reviews went from three days to 24 hours. That is two fewer days for a marketing review to sit in legal.

Most people still treat AI as a side tab. Gallup's workplace AI tracker found that as of May 2026, 52% of U.S. employees use AI at work at least a few times a year, but only 30% use it a few times a week or more, and 15% use it daily. Among workers whose organizations have implemented AI, 65% say it has helped their productivity, yet only 14% strongly agree it has transformed how work gets done. Gallup's own read is that AI mostly speeds up existing workflows rather than reinventing them.

The workday explains a lot. Microsoft's 2025 telemetry study found that the busiest fifth of Microsoft 365 users are interrupted about every two minutes during core hours, and that PowerPoint edits jump 122% in the 10 minutes before a meeting. So the deck always gets finished. It just gets finished in the hallway. In Microsoft's survey of 31,000 workers, 48% of employees said their work feels chaotic and fragmented.

Gallup calls the result a lag between integration and adoption: nearly half of employees say their organization has integrated AI, but only 30% use it regularly. Anthropic's answer is to keep the work itself in Claude, not just the answers. A tracker, a board and a dashboard that live where Claude can see them can be updated by the same assistant that built them, without anyone pasting the context back in.

These are early tools. Sheets and Whiteboards are betas, and so are certified queries and live sharing in Claude Data. Claude Data needs a data connector, such as a warehouse or a CRM, before it can show you anything. On Team plans, all three tools are on by default. On Enterprise plans, Sheets and Whiteboards start off, and Claude Data turns on by default on November 19, 2026, so admins have a week to decide.

The sharing rules are better than they sound. With live sharing, a colleague can open a dashboard and see current numbers even without access to the connectors behind it. Viewers see only the results of queries you approved and can't run new ones with your access. Claude Data also tracks changes, so you can see who edited what and roll back to an earlier version.

Claude Sheets won't replace Excel this quarter, and Anthropic says as much. The bigger shift is where the work lives after the answer. Gallup's numbers show most teams still use AI as a helper inside old habits. Tools that keep the tracker, the notes and the numbers in one place, where the assistant can see them change, are aimed squarely at the habit.

If you are deciding which reports belong in Claude and which should stay in Excel, our founders can help you pick the first one. Talk to them below. See you in the next edition.