The Zhitong Finance App learned that on Tuesday (November 10) local time, Anthropic held an event in San Francisco to release Claude Sheets, Claude Meetings, and Claude Whiteboards, and change the name of the product previously known as Claude Dashboards to Claude Data and officially usable. The company is also expanding the connector system to allow third-party applications to run in a complete application form within Claude. This round of product launches coincided with Anthropic's initial public offering (IPO) roadshow, moving it further from being a code generation assistant to the office software market that Microsoft (MSFT.US) and Google (GOOGL.US) have long dominated.
According to Anthropic, the three new products mentioned above are all in the testing phase, and Claude Data is officially open to paying users. The company describes these products as a continuous workspace rather than four separate tools: an idea can go from a whiteboard to a spreadsheet to a data dashboard, and the team doesn't need to repeatedly restate background information between different tools; the output can also be exported to partner tools.
From tables and meetings to whiteboards: Claude cuts into everyday office processes
Claude Sheets allows users to create and edit spreadsheets using prompts to generate files containing multiple worksheets, formulas, formats, and drop-down menus. Anthropic positions it as a shared workspace: members with editing rights can edit files, and every adjustment made by Claude is marked, making it easy for colleagues to track changes. Files can be exported in.xlsx or CSV formats and can be used with Anthropic's Google Workspace plug-in.
Anthropic admits that the current table function is “relatively basic”. If users need full Excel capabilities, they can use the standalone Claude for Excel plug-in; teams can also continue to process tables in collaborative tools such as Airtable, Asana, Monday.com, and SmartSheet. The product is available as a beta for web, desktop, and mobile subscribers.
Claude Meetings, on the other hand, allowed Claude to join the video conference as a visible participant. According to the company's instructions, Claude identifies itself and posts notifications in conference chats; it can follow discussions and handle tasks while people are still talking, including drafting plans being discussed, organizing timelines on a whiteboard, answering questions in chat, and extracting data from connected work apps. The notes and action items generated during the meeting can then be viewed in claude.ai.
Anthropic said its goal was to turn discussions into action before the conference ended. This feature won't join meetings with external guests unless the administrator allows it; if external guests join in the middle, Claude will automatically leave. Claude Meetings was launched as a beta for team and enterprise plans, with initial support for Google Meet.
Claude Whiteboards is a shared canvas where Claude groups team ideas by topic and drafts action items for different members. According to Anthropic, the tool targets a gap users are already experiencing: “Many people are already brainstorming with Claude, but sharing results with colleagues still means copying and pasting them elsewhere.” Teams can frame parts and ask Claude questions on the whiteboard, and Claude can also generate a timeline with responsible persons and dates on the whiteboard. The whiteboard can be converted into a document or slide, or opened in Lucid, Miro, or Zoho's Vani. The product runs within Claude Meetings, so the canvas gradually fills up as the conversation progresses, and is currently open to web, desktop, and mobile paying users in beta.
Claude Data was renamed by Claude Dashboards. Anthropic explains, “Businesses use data far more than dashboards.” This feature connects Claude to an enterprise's data warehouse or customer relationship management system, including Amazon Redshift, BigQuery, ClickHouse, Snowflake, or Salesforce; users can ask questions and get answers in the form of dashboards, written data stories, or videos with narration. The product is now officially available to paid users, and certified queries and live sharing are still in beta. Anthropic also added caching, change tracking, and support for the company's design systems.
At the IT administrator level, the default settings for each plan are different. In the Team plan, Sheets, Whiteboards, and Data are enabled by default; in the Enterprise plan, Whiteboards and Sheets are turned off by default, and Data will be enabled by default on November 19, 2026. Admins can adjust related settings in Artifacts under Organization Settings.
Connector upgrade: Third-party apps can run within Claude
In addition to office products, Anthropic has also upgraded the plug-in system. According to the company, Claude Marketplace already offers more than 9,000 connectors and plug-ins, and users can now open the full app within Claude, enabling assistants to act on what is displayed in the window.
The first partners included Adobe, Atlassian, Box, HubSpot, and Notion, and the first wave included Asana, Canva, Carta, Dropbox, Monday.com, Smartsheet, Vercel, and Webflow.
The feature is built on MCP Apps, an open extension to the Model Context Protocol that allows partner apps to run in any AI application that supports the protocol. Anthropic said plug-ins from Salesforce and Workday (both in beta) and plug-ins from NetSuite have built-in skills for tasks such as sales preparation, financial analysis, and human resources management.
Competition heats up: Microsoft's stock price is under pressure, and the office software market enters a new rivalry
Anthropic's product promotion comes at a time when generative AI companies are speeding up competition for corporate office entrances.
Microsoft has embedded Copilot functionality into Word, Excel, PowerPoint, Outlook, and Teams, covering scenarios such as document editing, table analysis, presentations, and meeting summaries; Google announced on April 22 that Gemini in Sheets can create and edit spreadsheets according to written instructions and use functions such as formulas, charts, and data pivot tables. OpenAI launched workplace tools at the end of September, allowing users to collaborate with ChatGPT to complete tasks such as company information visualization and presentation production; after launching Muse Agents in September, Meta (META.US) also launched Spaces on November 6, allowing Muse to build trackers, planners, and project boards as needed. Companies are trying to push chat assistants to more complete office suites.
Anthropic's relationship with Microsoft is a combination of cooperation and competition. Microsoft said in March that it had cooperated with Anthropic to introduce the technology behind Claude Cowork into Microsoft 365 Copilot; on November 5, Microsoft also said that the Claude model already supports Copilot Chat, Copilot Cowork, and Microsoft 365 applications.
Despite this, Anthropic's launch directly touched on the core office scene of Microsoft and Google. Affected by this news, Microsoft's stock price dived intraday on Tuesday. By the close, the stock had fallen 2.20%.
This is not the first time that market concerns about the impact of AI enterprise software have arisen. When Anthropic previously promoted enterprise-level products, it was alerted by software-as-a-service (SaaS) developers and investors. Shares of companies such as CRM.US (CRM.US), ServiceNow (NOW.US), and INTU.US (INTU.US) fell sharply earlier this year. At the same time, OpenAI is also making headway in the enterprise market. In August, it was reported that Sarah Friar, chief financial officer of OpenAI, told investors that the company's corporate business revenue had surpassed consumer business revenue.
Judging from the competitive landscape, Anthropic is facing a large and extremely sticky office software market. Microsoft's Office and Google Workspace are deeply embedded in enterprise workflows, and new entrants need to convince IT departments that their security and compliance capabilities can meet the requirements if they want to gain a share.
Microsoft said in July that the Microsoft 365 Copilot has more than 30 million paid seats. Anthropic set restrictions on external guests and required administrator authorization for Claude Meetings, which also showed that it was trying to respond to the company's concerns about safety and compliance in advance. On the other hand, packaging meetings, forms, and whiteboards into the same assistant may also increase Claude's replacement costs once the team forms usage habits around it.
IPO roadshow launched: valuation target of up to $1.4 trillion
The product launch is progressing in parallel with Anthropic's IPO process. The company launched an IPO roadshow on November 10. It plans to issue 825 million shares, with an issue price range of 70 to 78 US dollars per share. Based on this calculation, the fully diluted valuation sought by the company is approximately US$1.4 trillion; the material also shows that its valuation may be as high as US$1.4 trillion at the time of listing.
Anthropic is expected to be listed on November 19 or November 20, and plans to list on the NASDAQ Global Select Market under the stock code “ANT.” The company submitted a registration statement to the US Securities and Exchange Commission (SEC) on October 26, and previously submitted a confidential draft on June 1; as of the November 10 announcement, the registration statement had not yet taken effect.
On the financial side, Anthropic disclosed that revenue for the first nine months of the fiscal year ending September 30 increased 1206% to US$33.2 billion; revenue for the first six months of the fiscal year ending June 30 was US$16.3 billion; and sales for the full year of 2025 were US$4.6 billion. Also, according to documents submitted by the company on Tuesday, as of October 31, its revenue operating rate was 81 billion US dollars, an increase of 10 billion US dollars over the end of September.