Step 2: Connect OpenAI for Transcription and LLM Analysis

Configure OpenAI credentials for audio transcription and AI-based extraction.

1. Open Audio Transcription Step and set Resource to audio and Operation to transcribe.
2. Credential Required: Connect your openAiApi credentials to Audio Transcription Step.
3. For AI sub-nodes, connect credentials to the parent LLM engines: Topics LLM Engine, Sentiment LLM Engine, and Commitments LLM Engine are the language models powering Derive Key Themes, Evaluate Sentiment, and Capture Commitments.
4. Credential Required: Connect your openAiApi credentials to Topics LLM Engine, Sentiment LLM Engine, Commitments LLM Engine, and Produce Follow-up Ideas.

Step 3: Initialize Workflow Settings

Use the settings node to define thresholds and carry forward other input fields.

1. In Initialize Settings, enable Include Other Fields to true.
2. Add sentimentThreshold as a number with value 0.7.
3. Add minCommitmentConfidence as a number with value 0.8.

Step 4: Configure Transcript Analysis and Extraction

Extract key themes, sentiment, and commitments from the transcribed audio.

1. In Derive Key Themes, set Text to ={{ $json.text }} and define attributes for topics, mainSubject, and actionItems.
2. In Evaluate Sentiment, set Text to ={{ $('Audio Transcription Step').item.json.text }} and configure attributes for overallSentiment, sentimentScore, customerMood, and salesRepTone.
3. In Capture Commitments, set Text to ={{ $('Audio Transcription Step').item.json.text }} and use the provided Input Schema to extract structured commitments.
4. In Produce Follow-up Ideas, keep the prompt content and ensure it references {{ $('Audio Transcription Step').item.json.text }} and {{ $json.output.commitments }} for context.

Step 5: Aggregate Insights and Update Zoho CRM

Compile all insights into a single payload and update the CRM lead.

1. In Aggregate Insights, set fields using expressions such as transcription to ={{ $('Audio Transcription Step').item.json.text }} and analysisTimestamp to ={{ $now.toISO() }}.
2. Map followUpSuggestions to ={{ $json.output[0].content[0].text }} and commitment to ={{ $('Capture Commitments').item.json.output.commitments }}.
3. Open Modify CRM Lead and set Resource to lead and Operation to update.
4. Populate Custom Fields with the provided expressions, for example ={{ $('Derive Key Themes').item.json.output.topics }} for Topic and ={{ $('Produce Follow-up Ideas').item.json.output[0].content[0].text }} for FollowUp_Text.
5. Credential Required: Connect your zohoOAuth2Api credentials to Modify CRM Lead.

Step 6: Test and Activate Your Workflow

Validate the full chain from webhook ingestion to CRM update, then enable the workflow.

1. Click Execute Workflow and send a POST request to the Incoming Webhook Start URL with a sample call recording.
2. Confirm that Audio Transcription Step returns text and that Derive Key Themes, Evaluate Sentiment, and Capture Commitments output structured fields.
3. Verify Aggregate Insights shows populated values like followUpSuggestions and analysisTimestamp.
4. Check Zoho CRM to ensure Modify CRM Lead updated the lead fields as expected.
5. Toggle the workflow Active to enable continuous processing of call uploads.