Action

Posted by David Degner, Last update 16 days ago

UPDATES

16 days ago

July 2026 update: refreshed the blank call sheet template to use ### headings and include the Deliverables section, matching the current generated call-sheet format.

Blank Call Sheet

Creates a new empty call sheet draft tagged callsheet and opens it in the Call Sheets workspace.

The template uses the current EmailsToCallSheet structure:

# YYYYMMDD - project-title
### LOCATION
### PROJECT DESCRIPTION
### TEAM AND ROLES
### CLIENT INFORMATION
### PROJECT TIMELINE
### DELIVERABLES
### BUDGET

Use this when you want to start a call sheet manually instead of generating one from email.

Part of the EmailsToCallSheet action group:
https://directory.getdrafts.com/g/23B

Install

Steps

createDraft

template	# YYYYMMDD - project-title ### LOCATION ### PROJECT DESCRIPTION ### TEAM AND ROLES ### CLIENT INFORMATION ### PROJECT TIMELINE ### DELIVERABLES ### BUDGET
tags	callsheet
folder	inbox
flagged	false
openInEditor	true

script

// Get the workspace object
let workspace = Workspace.find("callsheet");

// Check if the workspace exists
if (workspace) {
  // Activate the workspace
  workspace.activate();

  // Get the newly created draft (assuming it was created in the previous step)
  let newDraft = draft; 

  //check if the draft is valid
  if (newDraft){
    // Load the draft into the editor
    editor.load(newDraft);
  } else {
    // Log an error if the draft is not valid
    console.error("Error: New draft is not valid")
  }
} else {
  // Log an error if the workspace doesn't exist
  console.error("Workspace 'callsheet' not found.");
}

Options

After Success Default

Notification Info

Log Level Info

Items available in the Drafts Directory are uploaded by community members. Use appropriate caution reviewing downloaded items before use.

After Success	Default
Notification	Info
Log Level	Info