Step 2: Connect Zoho CRM and Fetch the Latest Note

Pull the most recent CRM note so it can be analyzed for sentiment.

1. Connect Scheduled Automation Trigger to Retrieve Latest Notes.
2. In Retrieve Latest Notes, set URL to =https://www.zohoapis.com/crm/v2/Notes?per_page=1&sort_by=Modified_Time&sort_order=desc.
3. Credential Required: Connect your zohoOAuth2Api credentials in Retrieve Latest Notes.
4. Add Transform Note Payload and keep Mode as runOnceForEachItem.
5. Paste the JavaScript into Transform Note Payload exactly as provided, including the fields text, note_id, parent_id, and module.

Step 3: Set Up AI Sentiment Scoring

The workflow uses Gemini to classify sentiment and a structured parser to return a consistent label and score.

1. Connect Transform Note Payload to Sentiment Scoring Chain.
2. In Sentiment Scoring Chain, set Text to =Classify the sentiment of this text as: Positive, Neutral, or Negative. Sentiment score should be numeric based on analysis Return ONLY the label and score. Text: {{$json.text}}.
3. Connect Gemini Chat Engine as the language model for Sentiment Scoring Chain.
4. Credential Required: Connect your googlePalmApi credentials in Gemini Chat Engine.
5. Attach Structured Result Parser as the output parser for Sentiment Scoring Chain and set JSON Schema Example to { "sentiment_label":"neural", "sentiment_score":"1.00" }.
6. Remember: Structured Result Parser is a sub-node—credentials are handled on Gemini Chat Engine, not the parser.

Step 4: Configure Sentiment Routing and Updates

Negative sentiment triggers an alert email and a CRM update; non-negative sentiment updates the record without sending an email.

1. Connect Sentiment Scoring Chain to Sentiment Branch Check.
2. In Sentiment Branch Check, set the condition Left Value to ={{ $('Sentiment Scoring Chain').item.json.output.sentiment_label }} and Right Value to Negative.
3. On the true branch, connect Sentiment Branch Check to Dispatch Alert Email and then to Update CRM After Alert.
4. On the false branch, connect Sentiment Branch Check to Update CRM Record.
5. In Dispatch Alert Email, set Subject to 🚨 Negative sentiment detected and Message to =Hi Team, 🚨 Negative sentiment detected Record: {{ $('Transform Note Payload').item.json.parent_id }} Note ID: {{ $('Transform Note Payload').item.json.note_id }} Sentiment: {{ $('Sentiment Scoring Chain').item.json.output.sentiment_label }} Score: {{ $('Sentiment Scoring Chain').item.json.output.sentiment_score }} Text: {{ $('Transform Note Payload').item.json.text }}, then fill Send To with your alert recipients.
6. Credential Required: Connect your gmailOAuth2 credentials in Dispatch Alert Email.
7. In both Update CRM Record and Update CRM After Alert, set URL to =https://www.zohoapis.com/crm/v2/{{ $('Transform Note Payload').item.json.module }}/{{ $('Transform Note Payload').item.json.parent_id }} and JSON Body to ={ "data": [ { "id": "{{ $('Transform Note Payload').item.json.parent_id }}", "Sentiment_Label": "{{ $json.output.sentiment_label }}", "Sentiment_Score": "{{ $json.output.sentiment_score }}" } ] } .
8. Credential Required: Connect your zohoOAuth2Api credentials in both Update CRM Record and Update CRM After Alert.

Step 5: Document and Organize (Optional)

The workflow includes a branding note for documentation; keep it for context or remove it if not needed.

1. Review Flowpast Branding for the embedded guide reference and keep it as internal documentation.
2. Ensure it does not interfere with the execution flow (sticky notes are non-executable).

Step 6: Test and Activate Your Workflow

Validate the sentiment scoring and CRM updates before enabling the schedule in production.

1. Click Execute Workflow and confirm Retrieve Latest Notes returns a valid note payload.
2. Verify Sentiment Scoring Chain outputs a sentiment_label and sentiment_score via Structured Result Parser.
3. If the sentiment is Negative, confirm Dispatch Alert Email sends the message and Update CRM After Alert updates the record.
4. If the sentiment is not negative, confirm Update CRM Record updates the CRM without sending an email.
5. Turn on the workflow by toggling Active to enable scheduled runs.