In this article
A client does not need a longer report to understand what to do next. They need a shared definition of success, numbers they can trace and an action someone will own. Claude’s new office tools offer a useful way to connect those pieces. The opportunity for an agency is a shorter path from campaign evidence to a reviewed decision.
What Anthropic announced
On November 10, 2026, Anthropic introduced Claude Sheets and Whiteboards in beta and made Claude Data, formerly Dashboards, generally available on paid plans. Sheets supports editable formulas and Excel/CSV export; Whiteboards supports shared visual planning. Data works with connected data sources and adds visual stories, including narrated videos. Certified queries and live sharing remain beta features.
Interactive connectors are also expanding to full app views where supported, including Adobe and Atlassian. Availability depends on rollout and organizational settings. Claude Meetings is described as coming soon in the overview; the Whiteboards help page documents Google Meet beta support on Team and Enterprise. Check your account before planning around it; Zoom and Microsoft Teams are not supported in that documented beta.
Before you start
Open Claude and confirm that your paid account has the Sheets and Whiteboards templates in Artifacts. Team plans enable them by default; an Enterprise owner must enable them. If a template is missing, check your plan and organization settings before following this exercise. No live meeting or connected business account is required for the sample below.
Start a chat, paste the labeled sample data and ask for a Sheet. In a separate request, ask for a Whiteboard using the reviewed findings. Copy the relevant context explicitly: the Whiteboards help page says connected-app context is not currently available to the board. These are suggested prompts, not a transcript of a hands-on test in Claude.
Your four-step workflow
- Define the decision. Agree on the reporting period, what counts as a lead and what counts as a booked call.
- Build the scorecard. Create a Sheet from the two sample rows. Keep input columns separate from calculated columns.
- Map the next action. Use a Whiteboard with Evidence, Questions and Next Test sections; assign one owner.
- Review and hand off. Check the formulas and export the Sheet; take the reviewed action into the client’s existing tool.
Worked example: Which channel deserves a closer look before the next campaign review?
Fictional practice example. These inputs and expected outputs demonstrate the method. They are not client results, portfolio metrics or evidence that this task was run in Claude.
| Channel | Spend USD | Leads | Booked calls |
|---|---|---|---|
| Search | 600 | 30 | 9 |
| Social | 400 | 40 | 4 |
Paste this prompt into Claude
Create a Claude Sheet using only the following SYNTHETIC PRACTICE DATA. Do not connect accounts or invent missing values. Keep raw inputs separate from calculations. Include visible formulas and an Assumptions tab. The decision is: Which channel deserves a closer look before the next campaign review? Channel,Spend USD,Leads,Booked calls Search,600,30,9 Social,400,40,4 Use these formulas, with the header in row 1: E2 = IF(C2=0,"",B2/C2) → cost per lead F2 = IF(D2=0,"",B2/D2) → cost per booked call G2 = IF(C2=0,"",D2/C2) → booking rate; format as % Explain the calculation and flag missing inputs. Keep zero denominators blank and identify why the result is unavailable. Do not claim these are real business results.
Check the expected result
Search: $20 per lead, $66.67 per booked call, 30% booking rate. Social: $10 per lead, $100 per booked call, 10% booking rate.
Social looks cheaper at the lead stage, but Search looks cheaper at the booked-call stage in this invented sample. Neither figure establishes customer quality or profit. Before changing spend, inspect qualification, attendance and the time between enquiry and booking. Put that missing evidence on the board.
Turn the reviewed result into a board
Create a Whiteboard for this reviewed sample. Make four sections: Evidence, Assumptions, Open questions, and Next action. Evidence: Search: $20 per lead, $66.67 per booked call, 30% booking rate. Social: $10 per lead, $100 per booked call, 10% booking rate. Interpretation to review: Social looks cheaper at the lead stage, but Search looks cheaper at the booked-call stage in this invented sample. Neither figure establishes customer quality or profit. Before changing spend, inspect qualification, attendance and the time between enquiry and booking. Put that missing evidence on the board. Add one owner and review-date placeholder; do not invent names or commitments. Keep the sample labeled fictional. Do not send messages or change connected apps.
Make the handoff useful
For a client engagement, agree on one account, one reporting period, one scorecard and one review meeting. Keep budget changes outside the reporting task until the client approves a specific action. Measure total preparation and correction time alongside the usefulness of the decision.
Before sharing, check one ordinary row, one missing value and one zero-denominator case. Confirm that totals use the intended rows. Open the exported Excel file and inspect formulas and formatting; a CSV export does not preserve a workbook’s tabs and presentation. Share only the reviewed version with the intended people.
If you later use Claude Data, inspect the data source, metric definition and refresh time. Ask for the uncertainty to appear in any data story. If Meetings is available to your team, follow your organization’s participant-notice and recording practices; otherwise use notes you are permitted to share. The worksheet exercise works without a meeting assistant.
Try it on one real task
Replace the sample with data you are authorized to use, keep the same review question and record what needed correction. A useful first result is a checked artifact and a decision someone can act on.
Official sources
Feature information checked November 11, 2026. Examples, prompts and interpretation are original editorial guidance.
Want this applied to your business? The current $497 Growth Fix includes three focused improvements within one customer journey: your offer, inquiry or booking step, and first reply. Review, a private working session, implementation, written handoff, and a 30-day measurement plan are included.
