Analyze call recordings with OpenAI and update Zoho CRM leads automatically
Ready for 3.0What this workflow does
This AI workflow has 12 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI, OpenAI Chat Model and Zoho CRM.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Workflow Configuration (Edit Fields (Set)): sets 2 fields: sentimentThreshold, minCommitmentConfidence
- Transcribe Call Recording (OpenAI): transcribe (audio)
- Extract Key Topics (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Model for Topics
- Analyze Sentiment (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Model for Sentiment
- Extract Commitments (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Model for Commitments
- Generate Follow-up Suggestions (OpenAI): uses OpenAI
- Combine Analysis Results (Edit Fields (Set)): sets 9 fields: transcription, keyTopics, mainSubject…
- Update CRM with Analysis (Zoho CRM): update (lead)
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (6)
- Edit Fields (Set)
n8n-nodes-base.set - OpenAI
@n8n/n8n-nodes-langchain.openAi - Information Extractor
@n8n/n8n-nodes-langchain.informationExtractor - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Zoho CRM
n8n-nodes-base.zohoCrm - Webhook
n8n-nodes-base.webhook
From the author
Zoho CRM - Conversation Intelligence Analyzer This workflow automatically processes customer call recordings, transcribes them using OpenAI Whisper, extracts key topics, identifies commitments, analyzes sentiment, generates follow-up suggestions and updates…