Build a campaign tracker in Claude Sheets with a Status dropdown and formulas you've checked, then share it so a teammate can edit it.
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You'll build a spring webinar tracker in Claude Sheets with owners, due dates, a Status dropdown and budget formulas you've checked, swap in your own tasks, and share it with a teammate who can edit it. As of November 2026, Sheets is a beta on paid plans only (Pro, Max, Ultra, Team and Enterprise) and began rolling out on 10 November, so the Sheets tile may not show up yet. On Enterprise it stays off until an admin turns it on.
Step 1 of 7
Sheets start from Claude's Artifacts page. A new sheet opens on a start screen where you describe what you want or import a file you already have.
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Open a blank sheet from Artifacts
Step 1 of 2
Under Make something new, click the green Sheets tile with the Beta badge. If there's no Sheets tile, your plan doesn't include it or the rollout hasn't reached you yet.
You can also ask for a sheet in an ordinary chat. Either way, every sheet you make is saved on the Artifacts page, so that's where you come back to find it.
Step 2 of 7
One detailed prompt gets you both tabs, the Status dropdown and the formulas in a single pass. Naming every column, the dropdown's values and which cells are formulas saves you a round of fixes.
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Build a campaign tracker for Juniper Tea Co.'s spring webinar. Make two tabs. Tasks: Task, Owner, Due date, Status (a dropdown with Not started, In progress, Done) and Notes, with 8 sample tasks owned by Sam Rivera or Priya Shah. Make three of them due before today and not Done. Budget: Item, Planned, Spent and Remaining, where Remaining is Planned minus Spent as a formula, plus a Total row that adds each column with formulas.Describe the tracker and let Claude build it
Step 1 of 3
Click the Reply box under the three import cards and paste the tracker prompt.
Anthropic's own example is "Build a campaign tracker with owners, dates, and status." This version spells out each column and asks for three tasks that are already overdue, so step 4 has something to highlight. For your own project, change the company, the people and the columns, but keep the detail. If the build goes wrong, Undo on the notice takes the whole thing back.
Step 3 of 7
Formulas stay in the cells, so you can see how each number was worked out instead of taking it on trust. Check one total yourself, then ask Claude to check the rest.
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Explain how Remaining and the Total row are calculated in the cells I've selected. Point out any cell that has a typed number instead of a formula.Check what Claude built
Step 1 of 6
The Status menu on Book webinar platform lists Not started, In progress and Done, the statuses from your prompt. Add option adds another, such as Blocked.
In the grid, a typed number and a formula's result look the same. Only the formula bar tells them apart, and only a formula changes when you update Spent. You can edit any formula yourself.
Step 4 of 7
Ask Claude to color the overdue rows and it sets up the conditional formatting for you. Which rows change color depends on today's date, so your result won't match ours exactly.
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Highlight any task that's past its due date and isn't marked Done.Ask Claude to color overdue rows
Step 1 of 2
On the Tasks tab, click Ask Claude at the right end of the toolbar along the bottom of the sheet.
In our run, three past-due tasks turned pink. Approve campaign budget stayed white because its Status is Done, even though its date had passed.
Step 5 of 7
Paste your real tasks over the samples and have Claude clear the ones left over, then type your budget over the sample items. Claude also checks that the dropdown and the highlighting still reach every task row.
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Delete any sample tasks that are left. Make sure every Status cell has the dropdown and the overdue highlighting covers every task row.Paste your tasks and clear the samples
Step 1 of 2
On the Tasks tab, click cell A2, where the first sample task sits. That's where your pasted rows will start.
In our run, Claude deleted the three sample tasks left below the pasted ones. It reported that the dropdown covers D2:D16 and the highlighting covers rows 2 to 16: the five pasted tasks plus ten empty rows for new ones.
Step 6 of 7
Sheets start private to you. Invite each teammate with Can edit, and leave General access on Only you so the level you pick is the one they get.
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Invite a teammate who can edit
Step 1 of 3
With the tracker open, click Share at the top right of the sheet. Until you share it, only you can open it.
Can view lets someone open the sheet and read comments. Commenter can also comment and download files the sheet offers. Can edit adds making changes, which a teammate who updates the tracker needs.
On Pro, Max and Ultra, everyone you invite counts as outside your organization. They can't invite others or change sharing settings, and the parts that use Claude don't work for them. You can invite up to 50 people per sheet, and pending invitations expire after 30 days. As of November 2026, email invitations are themselves a beta.
Step 7 of 7
Download an .xlsx copy before any big change. If an edit goes wrong, you still have the tracker as it was.
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Export a copy and roll back
Step 1 of 2
Share, at the top right of the sheet, opens this menu on its Share tab. Click Export to see the download options.
Anthropic's help page says you can restore an earlier version of a sheet, and that restoring removes every edit made after that version. If a restore takes out edits you wanted, copy them back from your download.
Anthropic doesn't list a separate charge. Sheets comes with Pro, Max, Ultra, Team and Enterprise, and it counts toward your plan's usage limits like the rest of your work with Claude.
Only you, until you share it. To cut someone off, click Share, open their access level and select Remove. On Pro, Max and Ultra, switching General access back to Only you isn't enough, because people you invited keep their access.
On Pro, Max and Ultra, no. Everyone you invite counts as outside your organization: with Can edit they can change cells, but parts that use Claude don't work for them and they can't invite others. On Team and Enterprise, those limits apply only to people from outside your organization.
Use Sheets to start a tracker from scratch. Anthropic points you to Claude for Excel or Claude for Google Workspace when your file already lives in Excel or Google Sheets. The same goes if you need macros, which Sheets doesn't support, pivot tables, which aren't available yet, or more than the beta's 100,000 cells. [Our Excel dashboard guide](/guides/4-prompts-that-turn-any-csv-into-an-excel-dashboard-claude-in-excel-tutorial) covers that route.
No. A sheet can't pull live data from connected apps, and Claude's docs, decks and dashboards can't read from a sheet, so new numbers have to be pasted or imported again. For charts on live data from a warehouse or CRM, Anthropic's tool is Claude Data (formerly Claude Dashboards), which [our Claude Dashboards tutorial](/guides/claude-dashboards-tutorial) covers. For a tracker that pulls from your tools, see [our guide to a daily command center with Claude live artifacts](/guides/build-a-daily-command-center-with-claude-live-artifacts).
Not regulated data. As of November 2026, Sheets is a beta and doesn't yet support HIPAA, customer-managed encryption keys (CMEK) or zero data retention.
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