How to Use Claude Docs, Slides, and Connectors

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September 17, 2026
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Brock Mesarich | AI for Non Techies
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How to Use Claude Docs, Slides, and Connectors

TL;DR

Claude can turn uploaded data or connected app information into editable documents and slides within one interface. Select an output type, provide a file or data source, choose a design style when creating slides, then edit, share, present, or export the result in formats including HTML, PDF, and PowerPoint.

Transcript

Anthropic just dropped Claude Design 2.0. They finally merged Claude Co-work and chat into the same interface. They also added new features called Claude Docs and Slides along with the ability to use Claw design in the same interface. So, in this video, I'm going to be straight into the point and break it all down so you can understand exactly how ... Read More

Key Insights

  • Claude's planned unified interface combines chat and Cowork, allowing the system to determine which mode fits a request. The presenter said this could reduce the recurring uncertainty of manually deciding whether a task belongs in Claude chat or Claude Cowork.
  • Claude Docs converts an uploaded CSV into an editable artifact containing a title, date, summary, table, and individual client details. Users can manually update fields such as client status after Claude finishes generating the document.
  • Claude Docs supports document controls resembling familiar workspace tools. The demonstrated artifact allowed checklist formatting, multiple tabs, direct text changes, and sharing, while combining spreadsheet-like structured information with a document-style layout similar to Notion.
  • Claude Slides generates a presentation from source data and can apply a design style previously configured in Claude Design. The demonstrated slideshow used the uploaded client CSV and the presenter's preconfigured Bramble style to visualize its information.
  • Claude Slides remains manually editable after generation. Users can change text and colors, add or remove material, place images on slides, enter speaker notes, and open the finished artifact in presentation mode without leaving the Claude environment.
  • Claude artifacts can be shared through a copied link or exported for use elsewhere. The demonstrated slide export options included sending content to Canva, Gamma, Miro, or other AI platforms, plus downloading it as an HTML webpage, PDF, or PowerPoint file.
  • Claude connectors provide access to information from everyday applications, including email and Google Calendar. That connected information can serve as the source for documents or slides, reducing the need to gather and transfer the data manually before creating an output.
  • Zapier MCP provides a workaround when an application is missing from Claude's connector marketplace. The presenter said it supports more than 9,000 applications and demonstrated connecting Drip, authorizing the server, and producing an editable report about email campaigns and subscriber statistics.
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Questions & Answers

Q: How do Claude chat and Cowork work in the new interface?

Claude chat and Cowork are being combined into one interface so users should not need to toggle between them for every request. According to the presenter, Claude should understand the requested task and route it to chat or Cowork as appropriate. The combined interface was not yet visible in his account, so this behavior was described as an expected rollout rather than a completed personal test.

Q: How do you turn a CSV file into an editable Claude document?

Select Docs from the output section, upload the CSV file, and ask Claude to transform the data into an editable document. In the demonstration, Claude generated an artifact with a title, date, summary, quick table, and client records containing names, companies, emails, and statuses. The resulting fields could then be changed manually within the document.

Q: What editing features are available in Claude Docs?

Claude Docs allows users to edit generated content directly after it is created. In the example, the presenter changed a client status, converted content into a checklist, and added another tab called past clients. Changes could be entered manually or delegated to Claude, making the artifact function like a structured document with some spreadsheet-style data controls.

Q: How do you create slides from data in Claude?

Select Slides in the output section, upload the source file, choose a design style, and describe the presentation you want Claude to build. The presenter uploaded the same client CSV used for the document demonstration, selected a preconfigured Bramble style, and requested a slideshow that visualized the file's data and information. Claude then produced an editable presentation.

Q: Can Claude-generated slides be edited and presented?

Claude-generated slides can be edited directly in the interface and opened in presentation mode. The demonstration showed that users can revise text, change text colors, add or remove content, and drag an image onto a slide. Users can also add speaker notes for a real presentation, then present the completed slideshow without first moving it to another application.

Q: How can Claude slides be shared or exported?

A Claude slide artifact can be shared by copying its link or exported in several ways. The presenter showed options for sending the presentation to Canva, Gamma, Miro, or other AI platforms. It could also be downloaded as an HTML webpage, PDF, or PowerPoint file. In the demonstration, the slideshow was downloaded to the desktop as a PDF.

Q: How can unsupported apps be connected to Claude?

When an application is unavailable in Claude's connector marketplace, the demonstrated workaround is to use Zapier MCP. Create or access an MCP server, add the desired application and its available tools, copy the connection prompt, paste it into Claude, and approve access. The presenter used this process to connect Drip, his email-marketing application, to Claude.

Q: How can Claude analyze email-marketing campaign data?

Connect the email-marketing application through an available connector or Zapier MCP, select Docs as the output, and ask Claude to analyze the campaigns and report the important statistics. Using Drip, the presenter generated a document covering the overall picture, subscriber and unsubscribe counts, previously run campaigns, and observations about what was and was not working. The report remained editable and shareable.

Summary & Key Takeaways

  • Claude is combining chat and Cowork so users should no longer need to choose between the two modes manually. The presenter expects Claude to interpret each request and route it appropriately, although the merged experience was not yet visible in his account and was expected to appear over the following weeks.

  • The new output section supports Docs, Slides, and Claude Design. A CSV can become an editable document with summaries, tables, client details, status fields, checklists, and multiple tabs. Slides can use a previously configured design style, visualize the same data, support manual editing, include speaker notes, and run in presentation mode.

  • Connectors let Claude retrieve information from applications and transform it into documents or slides. When a required app is absent from Claude's marketplace, the demonstrated workaround is Zapier MCP, which connects to more than 9,000 applications. The presenter used it with Drip to generate an editable email-marketing performance report.


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