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Claude Sheets, Whiteboards and Data: the admin defaults to check

Alex Kim
10 min read
Claude Sheets, Whiteboards and Data: the admin defaults to check

Last updated: November 11, 2026

TL;DR

Anthropic launched Claude Sheets and Claude Whiteboards in beta on November 10, 2026, and made Claude Dashboards generally available as Claude Data. On Team plans all three are already on by default, and so is Claude Data's live sharing, which lets a dashboard show its owner's data to colleagues who don't have that connector. On Enterprise plans, Claude Data turns on by default on November 19 unless an owner saves a setting first.

  • ๐Ÿ“Š What launched: Sheets builds and edits spreadsheets with your team, Whiteboards is a shared board you brainstorm on with Claude, and Claude Data turns questions about connected company data into dashboards and data stories.
  • โœ… Team plans: Sheets, Whiteboards and Data are on by default, and so are Data's two beta settings, certified queries and live sharing.
  • ๐Ÿ“… Enterprise plans: Sheets and Whiteboards stay off until an owner turns them on. Claude Data turns on by default on November 19, 2026, unless an owner has already saved a setting.
  • ๐Ÿ‘€ The setting to read first: live sharing runs on the dashboard owner's access, so everyone it's shared with sees those results, even without access to the source.
  • โš™๏ธ Where to change it: Organization settings > Artifacts, under Templates. Turn off a template, not the Artifacts switch, which stops your organization's shared artifact links from working.

What Claude Sheets, Whiteboards and Data do

Anthropic added three artifact types to Claude on November 10, 2026, per its announcement. All three are available on all paid plans and work on web, desktop and mobile.

ProductStatusWhat it does
Claude SheetsBetaBuilds spreadsheets with tabs, formulas, formatting and drop-downs, edits cells with you, and outlines each edit so you can track changes
Claude WhiteboardsBetaA shared board where your team brainstorms with Claude. Claude can group notes by theme, draft action items, and turn the board into a doc or deck
Claude DataGenerally available, with certified queries and live sharing in betaThe renamed Claude Dashboards. It builds dashboards, data stories and narrated short videos from a connected warehouse or app

Claude Data needs a data connector. Anthropic's Claude Data guide names Amazon Redshift, BigQuery, ClickHouse, Databricks and Snowflake, plus apps you've already connected to Claude, such as Salesforce. Dashboards made under the old name keep working. The guide lists Claude Data on Pro, Max, Ultra, Team and Enterprise, and says it counts toward your plan's usage limits like the rest of your work with Claude.

What's on by default on Team and Enterprise

On Team, everything new is on today. On Enterprise, only Claude Data turns on by itself, and not until November 19. These defaults come from Anthropic's Artifacts admin guide, read on November 11, 2026.

SettingTeam plansEnterprise plans
Sheets (beta) templateOn by defaultOff until an owner turns it on
Whiteboards (beta) templateOn by defaultOff until an owner turns it on
Data templateOn by defaultTurns on by default November 19, 2026, unless an owner has already saved a setting
Certified queries (Data beta)On by defaultOff by default
Live sharing (Data beta)On by defaultOff by default

The templates sit under your organization's Artifacts switch, which needs "Cloud code execution and file creation" turned on in Organization settings > Capabilities first. If Artifacts is on in your Team organization, your members can build sheets, boards and dashboards right now. Certified queries and live sharing are hidden while Data is off, and turning a template off doesn't change artifacts people already made with it.

Why live sharing is the setting to read first

Live sharing decides whose access a shared dashboard runs on. With it, people in your organization see results from the owner's connection, including saved results. Anthropic's Claude Data guide states the trade-off directly: "Anyone you share the dashboard with sees those results, even if they don't have access to that source."

That's useful when a finance lead wants everyone to see this month's revenue without handing out warehouse access. It's a risk when the owner can see more than the audience should. A pipeline dashboard built on a sales manager's CRM connection shows what that connection returns to everyone on the share, not what each viewer could see on their own.

The guide sets three limits on it:

  1. The owner opts in per dashboard. On each artifact, the owner opens the Sources menu and selects "Your access" next to each MCP connector.
  2. The queries are fixed. Live sharing covers only the exact queries the dashboard needs, and those can't change without an editor's approval. The announcement adds that viewers can't run other queries with your access.
  3. Off means bring your own access. With live sharing off, people who open a shared dashboard are asked to connect the data source themselves.

Certified queries are the other Data beta setting. Anyone with write access to a Data artifact can certify a query, and Claude reuses certified queries when it builds new dashboards across your organization. Turning the setting on asks you to pick the marketplace and plugin that store them. Clearing that choice removes existing certifications until you select the same plugin again.

Everything else in the launch

The rest of the announcement covers what each product does once it's on:

  • Sheets has simple functionality for now. Anthropic says it's adding more. For full Excel features, export to .xlsx or CSV, or use Claude for Excel. Sheets also hands off to Airtable, Asana, monday.com and Smartsheet.
  • Whiteboards hands off too. Drag a box around part of a board to ask Claude about it, then move the board to Lucid, Miro or Vani by Zoho.
  • Claude Data adds working features. Design system support, per-dashboard caching and refresh cadence, and tracked changes with rollback to an earlier version. Its listed partners are Amplitude, Mixpanel, Omni, PostHog and Sigma.
  • Interactive connectors open as full apps. Tools such as Adobe, Atlassian, Box and Notion can now open beside a conversation or in full screen.

How to check the settings today

You need to be an Owner or Primary Owner, or on Enterprise, in a custom role with the right admin permissions.

  1. Open Organization settings > Artifacts.
  2. Under Templates, turn Sheets, Whiteboards and Data on or off.
  3. With Data on, decide on Certified queries and Live sharing. If you allow live sharing, tell dashboard owners what "Your access" means before they share anything.
  4. On Enterprise, decide before November 19, 2026. To keep Claude Data off, turn it off now and save. To have it sooner, turn it on now.
  5. On Enterprise, narrow it by group if you need to. The Claude Data guide says owners can limit Claude Data to specific groups with custom roles.
  6. Leave the Artifacts switch alone unless you mean to stop everything. Turning it off stops everyone from opening, editing, downloading or sharing your organization's artifacts, and links already shared stop working until you turn it back on.

These settings sit next to the rest of your Organization settings, which our Claude admin settings guide walks through. Claude Data reaches your data through connectors, so the access each connector has is worth checking at the same time; our guide to the best Claude connectors for small teams covers which to turn on first. For what Anthropic keeps from your team's chats, see our Claude data privacy guide.

Frequently asked questions

What is Claude Sheets?

Claude Sheets is a spreadsheet built into Claude, launched in beta on November 10, 2026. Claude builds sheets with tabs, formulas, formatting and drop-downs, edits cells with you, and outlines each edit. It has simple spreadsheet functionality for now, so export to .xlsx or CSV, or use Claude for Excel, for full Excel features.

What is Claude Whiteboards?

Claude Whiteboards is a shared board where your team brainstorms with Claude, launched in beta on November 10, 2026. Claude can turn a discussion into a board with owners and dates, group notes by theme, and draft action items. A board can become a doc or deck, or move to Lucid, Miro or Vani by Zoho.

What is Claude Data?

Claude Data is the new name for Claude Dashboards, generally available since November 10, 2026. Connect a warehouse such as BigQuery or Snowflake, or an app such as Salesforce, and Claude writes the queries and builds dashboards, data stories or short videos. Each chart shows its query and when its data was last refreshed.

Are Claude Sheets, Whiteboards and Data on by default?

On Team plans, yes: all three are on by default, along with Claude Data's certified queries and live sharing. On Enterprise plans, Sheets and Whiteboards stay off until an owner turns them on, and Claude Data turns on by default on November 19, 2026, unless an owner has already saved a setting.

How do I turn off Claude Sheets for my team?

Go to Organization settings > Artifacts and turn off the Sheets template under Templates. Whiteboards and Data have their own switches in the same list. You need to be an Owner or Primary Owner. Turning a template off doesn't change sheets people already made, and it leaves the rest of Artifacts working.

What changes for Claude Data on November 19?

On Enterprise plans, Claude Data turns on by default on November 19, 2026, unless an owner has already saved a setting. To keep it off, turn it off before then in Organization settings > Artifacts. Team plans aren't affected, because Claude Data is already on by default there.

What is live sharing in Claude Data?

Live sharing lets people in your organization see a dashboard's results from its owner's connection, even if they don't have that connector. It's limited to the exact queries the dashboard needs. It's in beta, on by default on Team and off by default on Enterprise, and each owner turns it on per dashboard.

How to manage artifacts in Claude?

Owners and Primary Owners manage artifacts in Organization settings > Artifacts. That page has the main Artifacts switch, the Templates list (Slides, Design, Design systems, Docs, Data, Motion, Sheets and Whiteboards), and the external sharing settings. Turning the main switch off stops everyone from opening or sharing the organization's artifacts.

Get Claude Team set up properly

We set up Claude Team for small businesses: the seat plan, the security settings, shared Projects and skills written from your actual processes, and the first scheduled routines. If you'd rather have it done once and done right, see how our Claude Team setup works or book a 30-minute call.

#Claude#Claude Team#Claude Sheets#Claude Data#AI Tools
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