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Build a spreadsheet and plan board with Claude

Ask Claude for a budget or a tracker and get a working spreadsheet your team can edit live, or talk through a messy plan and get a board with a timeline, owners and dates. Here's how, plus a prompt that writes the perfect request for you.

By Alan Brown · Works with Claude

Jump to the prompt ↓

📊 Stop building spreadsheets by hand. Claude does it for you now.

  • 1️⃣ Claude Sheets: ask for a budget or a tracker and you get a real spreadsheet with tabs, formulas, dropdowns, conditional formatting and charts.
  • 👥 Share it and your team can edit the same cells with you and Claude at the same time.
  • 🗺️ Claude Whiteboards: talk through a messy plan and Claude lays it out on a board with a timeline, owners and dates that your team can edit together.
  • 📁 Import CSV, Excel or Google Sheets data, and export your sheet as .xlsx or CSV.
  • 💳 In beta on paid plans (Pro, Max, Ultra and Team; Enterprise admins switch it on). Not on the free plan. Announced 10 November 2026 and rolling out gradually: www.datastudios.org/post/claude-sheets-whiteboards-beta-claude-data-generally-available-paid-plans

Context & limitations

It's a beta: sheets max out at 100,000 cells and don't yet support pivot tables, macros or VBA, and Anthropic hasn't said how much these features count towards your usage limits.

Do this yourself

I want Claude to build me a spreadsheet (Claude Sheets) or a plan board (Claude Whiteboards). Ask me one question at a time, up to 4 questions, about: - what it's for (for example a monthly budget, a sales tracker, a class schedule or a product launch plan) - who else will use or edit it - the columns, totals or milestones that matter most - whether I have an existing Excel or CSV file to bring in Then write me ONE request under 80 words that I can paste into Claude. For a sheet, name the tabs, the columns, at least one formula, one dropdown and one chart. For a board, name the stages, owners and dates. After the request, give me 3 short follow-ups to improve the first version (for example "add a running total" or "colour overdue tasks red"). If you're not sure what Claude Sheets or Whiteboards can do right now, say so and tell me to check Anthropic's current help pages instead of guessing.

Most people still build budgets and trackers cell by cell, and most plans live in someone's head. Claude Sheets and Whiteboards turn a plain-English request into something your team can open, edit and keep building, so the hard part becomes deciding what you actually need.

Want to build this with a teacher?

Pathwise Academy runs small, hands-on AI classes in Singapore for ages 10–17 and adults.

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