Autonomous Sales Workflow & Briefing Engine

In-context intelligence fusion combining Google Workspace schedule, Gmail threads, silent Web AI research, and proactive Slack delivery powered by Gemini 3.8 Flash.

Live Production Demo

Input Sources

Calendar + Gmail + Web AI

AI Synthesis Engine

Gemini 3.8 Flash

Delivery Channels

Slack Cards + Modals + Web

Multi-Tenant Isolation

Per-User OAuth Session

End-to-End Data Flow & Intelligence Architecture

Visual representation of data capture, context correlation, AI dossier generation, and multi-channel delivery.

Architecture v2.0

1. Data Capture & Streams

Google Calendar v3 OAuth 2.0

Pulls upcoming sales meetings, attendee lists, timestamps, and Google Meet room links.

Gmail REST API v1 Auto-Grounded

Extracts email threads with prospect domains to retrieve team scale, tech requirements, and blockers.

Browser Companion (MV3) Real-Time

Silently captures prompts on ChatGPT, Claude, and Google Search; auto-syncs relevant deal research.

2. Synthesis & Skill Engine

M

Modo Core Engine

Gemini 3.8 Flash

Active Synthesis Pipeline:

• Merge Calendar + Email + Web Activity

• Map Account Stakeholders & Tech Footprint

• Pinpoint Qualification & Security Gaps

• Formulate 3 High-Leverage Questions

Commercial Output: Synthesizes structured JSON dossier within 1.2s without static hardcoded fallbacks.

3. Proactive Delivery

Slack Jira-Style Card /modo command

Posts clean, emoji-free briefing card in any public/private channel or direct mention.

Native Slack Modal views.open

Clicking "View Full Dossier" opens a zero-latency modal popup inside Slack with rich breakdown.

Modo Web Control Plane /dashboard

Full overview of all calendar events, grounded emails, research stream, and manual push button.

How to Install & Add Modo to Your Slack Workspace & Channels

Zero configuration required — install the app and invite it to any channel in two clicks.

Add to Slack (1-Click Install)

STEP 1 Workspace Auth

1. Install to Workspace

Click the Add to Slack link. Select your target Slack Workspace from the top-right dropdown, review the standard permissions, and click Allow.

Scope: slash commands, mentions, and bot delivery

STEP 2 Channel Invite

2. Invite to Channels

Go to any public or private channel in your Slack workspace where you want sales briefings delivered. Type:

/invite @Modo

Or mention @Modo directly and Slack will show an "Invite them to channel" button.

STEP 3 Real-Time Invocation

3. Trigger Briefings

Type /modo in the channel. The bot immediately synthesizes your latest calendar meetings and research, outputting a high-impact briefing card with interactive modal inspection.

/modo → Instant Gemini Briefing Card

Full System Testing & Verification Flow

Four progressive steps to verify Google grounding, browser research, and Slack intelligence.

STEP 1 Google OAuth

Connect Google Workspace

Click Connect on the dashboard. Authorize Google Calendar and Gmail read permissions. The system pulls your upcoming sales calls and grounds prospect communication threads automatically.

Connect Google Account

STEP 2 Browser AI Capture

Search & Research on Web AI

Perform research on ChatGPT, Claude, or Google Search (e.g. "SOC2 compliance requirements for enterprise AI agents").

Automatic Sync: Floating notification shows Syncing... → Synced to Repo ✓ with deal relevance score.

STEP 3 Slack Delivery

Deliver Pre-Meeting Briefing

In Slack, type /modo. Gemini 3.8 Flash synthesizes historical emails, calendar timing, and recent browser research into a 4-section executive briefing card.

Action Button: View Full Dossier opens full contextual modal.

STEP 4 Multi-User Isolation

Independent User Testing

Multiple team members can test concurrently. Google OAuth tokens, calendar schedules, and web activities are strictly isolated per user session.

Switch profiles easily on the top-bar dropdown or with /dashboard?user=email.

Technical Specifications & Service Endpoints

Live infrastructure endpoints running on https://modo-enabler.yeyulab.com

Endpoint	Method	Description	Target Consumer
/dashboard	GET	Interactive control panel & live data stream summary	Web Browser / Evaluator
/guide	GET	Interactive architecture diagram and testing walkthrough	All Stakeholders
/activity	POST	Ingests & evaluates Web AI queries with Gemini 3.8 Flash	Chrome Extension
/slack/events	POST	Handles slash commands, mentions, and interactive modal clicks	Slack Platform
/auth/google	GET	Google OAuth 2.0 multi-account consent & token exchange	Google Workspace
/api/dispatch_slack	POST	Synthesizes and pushes pre-meeting briefing directly to Slack channel	Dashboard & Extension