Rolling out now. Anthropic started releasing Whiteboards, Sheets and the new Claude Data on 10 November 2026, so you may not see everything straight away. Whiteboards and Sheets are in beta. Check each one in your own Claude account before you plan your week around it.
The Claude Office PlaybookJump to the prompts

Claude just got
its own office.

Whiteboards, spreadsheets, dashboards, documents, slide decks and designs, all made inside Claude and edited with your team. Here is what each one does, who can use it, how to start, and the prompts to copy. Everything here comes from Anthropic's own announcements and help pages.

Six tools. One chat. Copy-ready prompts included.

Your Claude office
A
WhiteboardsTalk through a plan, Claude lays it out
B
SheetsTrackers and budgets from one prompt
C
DataDashboards and data stories from your numbers
D
Docs, Slides, DesignDocuments, decks and visuals
The Claude Office PlaybookPrompts
Before you start

Everything lives in the Artifacts tab

Anthropic calls these "artifacts": anything Claude makes that you would put in front of someone. Each one opens beside your chat, and you, your team and Claude edit it together.

You start any of them the same two ways. Ask for one in a normal chat, or open the Artifacts tab in your Claude sidebar and pick a tile. Everything you make is saved in that tab.

ToolWho can use it
Docs, Slides, DesignEvery plan, including Free.
Claude DataPro, Max, Ultra, Team and Enterprise.
Sheets, WhiteboardsIn beta on Pro, Max, Ultra, Team and Enterprise.
Your apps in ClaudeRolling out on the web and the Claude desktop app, on all plans, where the app supports it.
On a Team plan?Whiteboards, Sheets and Data are on by default.
On an Enterprise plan?Whiteboards and Sheets are off until an owner turns them on in Organization settings > Artifacts. Claude Data turns on by default on 19 November 2026, unless an owner has already saved a setting.
It all uses your normal usage.Each tool counts toward your plan's usage limits, like the rest of your work with Claude.
A / Claude Whiteboards

Talk through a messy plan. Claude lays it out.

A shared board for thinking through ideas with Claude. Talk, type or sketch, and Claude organises your ideas into diagrams, flows and groups.

Use it before you know what the final version should look like: planning a launch, laying out the options for a decision, or running a team review.

How to start

  1. In any chat, ask for one: "Start a whiteboard to plan our product launch."
  2. Or go to the Artifacts tab, select the tile labelled "Whiteboard", and describe what you want to work through.
  3. To talk instead of type, select the microphone next to the send button. Select it again or press Escape to stop, then send.

What to do on the board

Reorganise itAsk Claude to regroup the board by theme or turn it into a timeline.
Find the gapsAsk what's missing between two steps. Claude adds its suggestions to the board for you to check.
Focus on one areaDrag across a region of the board to ask Claude about just that part.
Work on it togetherClick "Share" to bring people in. Everyone works on the board live.

When the thinking is done

Ask Claude to turn the board into a doc or deck, for example "Turn this board into a project plan." Use "Send to" to continue in Lucid or Miro, or click "Share", then "Export", and save it as a PNG.

Know the limits. Claude works from what's on the board and doesn't use context from your connected apps. You can add pictures and videos, but you can't import a board from a file.
B / Claude Sheets

Ask for a tracker. Get a working spreadsheet.

A spreadsheet built into Claude. Ask for a tracker, budget or model, and Claude builds a sheet that you, your team and Claude edit together.

Claude can add tabs, write formulas that work across tabs, apply formatting, and add drop-downs, checkboxes and charts. Formulas stay in the cells, so you can check how each number was worked out. Every change Claude makes is outlined as it lands, so you can see what it did.

How to start

  1. In any chat, ask for one: "Build a campaign tracker with owners, dates, and status."
  2. Or go to the Artifacts tab, select the "Sheets" tile, and describe the sheet you want, or start blank.
  3. Say what the sheet is for and what you want to track. If you already have the numbers, give them to Claude so it builds from your own data.

Working in it

Ask for changes"Add a column for budget remaining" or "Highlight anything that's overdue."
Ask about a rangeSelect cells and ask, "Why is this total higher than last month?"
Bring data in, take it outImport a CSV, or from Google Sheets or Excel. Export as .xlsx or CSV.
Undo Claude's changesVersion history can restore an earlier version of the sheet.
Sheets or Excel? Anthropic's own advice: use Claude Sheets for a light, shared sheet you build with Claude. If your file already lives in Excel or Google Sheets, or you need their full features, use Claude for Excel or Claude for Google Workspace, or export your sheet.
Beta limits at launch. Up to 100,000 cells per sheet. No pivot tables, find and replace, filter views or PDF export yet. No macros or VBA. Sheets can't pull live data from connected apps. On mobile you can only view a sheet.
C / Claude Data

Ask about your numbers. Get a dashboard.

Claude Data, previously called Claude Dashboards, turns questions about your company's data into dashboards, data stories, narrated short videos and written summaries.

Claude writes the query for each chart and runs it against your data. Each chart shows its query and when its data was last refreshed, so you can see exactly what it is counting.

How to start

  1. Connect your data first: a data warehouse, or another app you have connected to Claude, such as your CRM.
  2. In any chat, ask a question: "Build a dashboard of this quarter's revenue by region."
  3. Or go to the Artifacts tab, select "Data", and describe what you want to make.
Ask a question, not for a chart. "How do this month's signups by channel compare with last month's?" gets you further than "a signups chart." If you know which table or app the data is in, name it.
ScrollytellerA scrolling story built from your numbers.
Visual shortA short video that walks through your numbers.
Visual analysisA written summary of your numbers.

To change anything, ask in the chat ("Add a filter for region"), or click a title, caption or chart and edit it yourself. Version history lets you restore an earlier version.

Before you share it. Everything starts private to you. With live sharing (beta), the people you share with see results from your own access to the data, even if they don't have access themselves. Check exactly what a dashboard shows before you share it that way.
D / The rest of the office

Docs, Slides and Design

These were already in Claude, and they are on every plan, including Free. With Whiteboards, Sheets and Data, Claude now covers most of what an office suite does.

DocsLiving documents you write with Claude and your team. Export to Word, PDF, Markdown or Google Docs.
SlidesDecks built from your notes, reports or the work already in your chat. Download as PowerPoint or PDF.
DesignDesigns, one-pagers and other visual work, built on a canvas beside the chat.

Start any of them the same way: ask in a chat, or pick the tile in the Artifacts tab.

My read: how it compares

This is my comparison, not Anthropic's. Anthropic still works with Google and Microsoft: there is Claude for Excel, Word and PowerPoint, and Claude for Google Workspace.

The jobGoogleMicrosoftClaude
DocumentsDocsWordDocs
SpreadsheetsSheetsExcelSheets (beta)
PresentationsSlidesPowerPointSlides
WhiteboardSeparate toolsWhiteboards (beta)
DashboardsSeparate toolsData

The difference is how you work. In those apps you open the file and do the work yourself. In Claude you describe what you want, and it builds the first version for you to edit. And because Claude keeps the context, an idea can carry over from a whiteboard to a spreadsheet to a dashboard without you explaining it again.

E / Your apps, inside Claude

Open your other tools beside the chat

Where a connector supports it, you can now open the full tool next to your conversation, or full screen, and ask Claude to make changes in it with you.

Claude can change a page, row or file you have open, and you approve its actions the same way you approve a connector's actions. The changes appear in the tool as Claude makes them.

AdobeRetouch, edit and add effects to photos; highlight, edit and redact PDFs.
NotionAsk Claude to create a Notion doc or database, or edit it yourself without leaving Claude.
HubSpotPrioritise pipeline tasks and follow-ups, then act on them in Claude.
Also starting withAsana, Box, Canva, Confluence, Dropbox, monday.com, Smartsheet and more.

How to start

  1. Connect the tool from the Claude directory.
  2. Open it from your chat, or pin it to your sidebar for one-click access.

This is rolling out on the web and in the Claude desktop app on all plans, as part of the new Claude experience. You'll see it once your account is updated or your organisation turns it on.

What's coming

Claude Meetings

Anthropic says Claude Meetings is coming soon. It will let you add Claude to a call to take notes and update the documents your team is working on during the conversation.

No date, plans or setup steps have been published yet.

All the prompts

Copy, paste, adjust

Each prompt matches a tool above. Paste it into a chat and swap in your own details.

Whiteboard: plan a launch
Start a whiteboard to plan our [product or offer] launch. Group the work into stages, put the steps in order, and add an owner and a date to each step. Then tell me what's missing between the steps.
Whiteboard: make a decision
Put the options for this decision on a whiteboard, with the trade-offs of each: [describe the decision and the options].
Whiteboard into a plan
Turn this board into a project plan.
Sheet: campaign tracker
Build a campaign tracker with owners, dates, and status. Add a column for budget remaining and highlight anything that's overdue.
Sheet: hiring budget
Make a hiring budget by team and quarter. Use these numbers: [paste your numbers].
Data: revenue dashboard
Build a dashboard of this quarter's revenue by region. Use [name of your table or connected app].
Data: a story from your numbers
Turn this quarter's revenue numbers into a data story.
Doc from your notes
Draft this week's status report from my notes and last week's numbers: [paste your notes].
Deck from a document
Turn the attached strategy memo into a 10-slide deck for Thursday's leadership review.

Several of these prompts are Anthropic's own examples from its help pages, lightly adjusted.

About Muhammad

Muhammad Asmal

Muhammad Asmal is an AI business growth strategist and the founder of Asmal Digital and AI Lead Builder. He helps business owners put AI to work in practical ways, drawing on more than 13 years of digital marketing agency experience. He has delivered in-person AI workshops across the US, South Africa and Dubai, and his AI education content has passed 10 million views across TikTok and Instagram.

Your next step

Build with a community behind you.

Join the AI Lead Builder community for practical support putting AI to work in your business.

Your membership brings together weekly coaching with Muhammad, training and call replays, business software, and the Agency OS plugin.

Learn and get help

Weekly coaching, training, and a community of business owners.

Build and put it to use

Agency OS plus software for your CRM, funnels, and follow-up.

Hear it from members, on camera

Jerry RelthAI Lead Builder member · Healthcare software, USA
Carlos BoydApex Resolution · Kansas City, Missouri
Paul MeyersAgency owner · Canada
Riyaz RangrageAI Lead Builder member · Agency owner, uses Agency OS on every client

Straight from the community chat

WhatsApp message from Ighsaan Soules about the weekly session
Ighsaan Soules · AI Lead Builder member
WhatsApp message from Munzir Karim about his first week in the community
Munzir Karim · AI Lead Builder member
WhatsApp message from Arham Abid about growing his profile
Arham Abid · GHL Star Boys
WhatsApp message from Markus Habermehl with his sales results
Markus Habermehl · Germany

Shared with each member's permission. Individual results vary.

Save over 75% on your first month

Cancel anytime.

Join AI Lead Builder

See the membership details and current offer on the next page.