Smartsheet, the AI-powered enterprise work management platform, today announced a new Claude Sheets integration. Claude Sheets is the new spreadsheet artifact in Claude from Anthropic, now in beta. People who build a tracker or plan in Claude can now move it into Smartsheet in a few clicks. The new Send to Smartsheet feature makes that move possible. There, teams can connect the work to the plans, projects, people and systems their organization already runs on.
More work now begins in a conversation with Claude. The Smartsheet MCP connector for Claude already brings the full Smartsheet platform into that conversation. With Claude Sheets, a person can think through a launch plan, a project tracker or a budget in a familiar spreadsheet. However, a finished plan often needs to reach more of the organization. Teammates own deliverables. Leaders need to see how work is progressing. Systems need the same information. Send to Smartsheet handles that move directly from Claude. As a result, people go from idea to action without re-entering any data.
In Claude Sheets integration, each row can carry an owner and a due date. Teams can share the work with everyone who delivers it, including colleagues who don’t use Claude. Even people without a Smartsheet account can take part. Automated update and approval requests reach them by email, and their answers flow straight back into the sheet. Meanwhile, automations send reminders and route approvals. Dashboards show status as it changes. In addition, the sheet links to the projects and goals it supports. Claude also stays connected through the Smartsheet connector. It gains more context once the sheet joins a plan or project. Users can keep asking it to add formulas, build dashboards or check on progress.
“Claude Sheets is a fast, easy way to get a first draft done, and Smartsheet is where your whole team picks it up from there,” said Drew Garner, chief AI officer at Smartsheet. “You describe the work and Claude builds the sheet, fast and remarkably well. Bring it into Smartsheet, and it plugs into your team’s workflow – with owners, discussions, dashboards, automations, and scheduled agents, and people reviewing and approving along the way. Getting serious work done requires context, teamwork, governance and security. Pairing the familiarity of a spreadsheet and the power of Claude with the context of the Smartsheet Execution Graph means many people and many agents can work from one shared system.”
What Send to Smartsheet Looks Like in Practice
Consider a marketing lead who is preparing a product launch. She works through the plan with Claude and shapes it into a tracker in Claude Sheets. Then she sends it to Smartsheet. There, she assigns tasks to a dozen teammates across product, sales and creative. She also adds the tracker to the dashboard her VP reviews each week. Meanwhile, an outside agency confirms its delivery dates by email through an automated update request, without ever logging in. Later that week, she asks Claude which tasks are falling behind. Claude answers from the live data in Smartsheet.
The result is one continuous path from idea to execution. People think and build with Claude. Then they move the work into Smartsheet, where teams manage it alongside everything else. Claude stays connected to the work the whole way. Moreover, work that arrives from Claude follows the same permissions and approvals as all other work in Smartsheet. People and AI agents can see and change only what they are allowed to.
Send to Claude Sheets integration is available at launch in the U.S., EU and Australia through the Smartsheet connector for Claude. The feature lets people:
- Move a Claude Sheet into Smartsheet with their own Smartsheet login. Each send creates a new sheet in the workspace the person chooses. Real dates, numbers and dropdowns carry over, so the sheet is ready to work in. Sheets with hundreds of rows arrive complete and in order.
- Keep building in the same conversation. After the send, Claude can add formulas, formatting and hierarchy when the person asks. It can also use Smartsheet AI to build automations, dashboards and reports. Through the connector, Claude sees the sheet and the plan or project behind it.
- Connect the work to everything else. Teams can assign, schedule and link the work to a project or portfolio. They can tie it into the systems they already use. They can also share it with people who never opened Claude, using no-cost Contributor seats.
Built on the Existing Smartsheet Connector for Claude
Send to Smartsheet extends the Smartsheet connector for Claude, which runs on the Smartsheet MCP Server. That server already brings live work, dashboards, discussions and workflows into the conversation. Smartsheet connects 277 billion rows of work data each month. Since it launched its MCP Server in March 2026, AI actions have grown more than 700%. Smartsheet Agentic Workflows also run on Anthropic models today.
Work from Claude Sheets integration stays under the same governance as everything else in Smartsheet. AI agents can see and change only what the person they work for can. Smartsheet recently earned ISO/IEC 42001 certification for responsible AI management. Customer data stays with the customer and inside their permissions. Furthermore, Smartsheet’s agreements with its third-party AI providers prohibit them from training foundation models on customer content.
Once in Smartsheet, a sheet from Claude stops being a standalone file. Instead, it becomes part of the Execution Graph. The Execution Graph maps how work connects across the business, from tasks to projects to programs to strategic goals. It draws on 20 years of workflow intelligence from millions of projects. As a result, it knows an organization’s project history, its working methods, its team dynamics and the systems it relies on daily. That context compounds. Each discussion, dashboard, automation and agent gives the next one more to work from. Therefore, the work becomes more valuable the longer it runs in Smartsheet.
For customers, that means three things:
- Work with an owner and a place in the plan. A tracker that began in a conversation ties to the project, program and goal it serves. People can see who is responsible and how the work affects other tasks.
- AI agents that work with real context. Smartsheet’s Creation Agent turns a plain-language goal into sheets, dashboards, reports and automations. The Data Quality Agent flags issues by severity. Agentic Workflows turn a plain-language request into a recurring task. Consequently, teams can check a sheet from Claude for data issues, or summarize it each week, on a schedule they set.
- Earlier warning on problems. With work connected, leaders can spot an overloaded team or a weak link between projects before it becomes a problem. In addition, vsActual, unveiled at ENGAGE 2026, shows whether work is on track against priorities.
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News Source: Businesswire.com
