Recommended Architecture | RevOps Internal Build Strategy

🏗️ System Architecture Overview

Visual Data Flow Architecture

User Interfaces

👤

Sales Reps

Dashboard & Mobile

👔

Managers

Analytics & Reports

🤖

AI Agents

Workspace Studio

💻

Developers

Opencode CLI

AI & Intelligence

🧠

Gemini API

Summarization

⚡

Workers AI

Whisper + ML

🔍

Vectorize

Semantic Search

Compute & Orchestration

🚀

Workers

Edge Compute

🔄

Workflows

Orchestration

🎯

Durable Objects

Coordination

📬

Queues

Async Jobs

Data & Storage

🗄️

D1

SQLite Database

📦

R2

Object Storage

⚡

KV

Cache Layer

External Integrations

☁️

Salesforce

CRM

📊

Gong

Call Data

📧

Google

Gmail & Calendar

Component Reference

👥 User Interface Layer

🖥️ React Dashboard

📱 Mobile PWA

🤖 Opencode CLI

📧 Workspace Studio Agents

🤖 AI & Automation Layer

🧠 Gemini API

⚡ Workers AI

🔗 MCP Protocol

📊 Vectorize (RAG)

⚙️ Compute & Orchestration Layer

🚀 Cloudflare Workers

🔄 Cloudflare Workflows

🎯 Durable Objects

📬 Queues

💾 Data & Storage Layer

🗄️ D1 (SQLite)

📦 R2 (Object Storage)

⚡ KV (Cache)

🔌 Hyperdrive (PostgreSQL)

🔗 Integration Layer

☁️ Salesforce API

📊 Gong API

📧 Gmail/Calendar API

🔧 Internal APIs

🔧 Component Deep Dives

🎙️

AI Meeting Summaries

Replace Gong's transcription with internal build using Workers AI + Whisper.

Input: Audio from Zoom/Meet via webhook
Processing: Workers AI (Whisper) for transcription
Summarization: Gemini API for structured summaries
Storage: D1 for metadata, R2 for audio files
Output: Auto-populate Salesforce activity

🔍

Sales Content Search

Replace HighSpot with semantic search using Vectorize + Workers AI.

Ingestion: R2 for document storage
Embeddings: Workers AI text-embedding models
Vector Store: Vectorize for similarity search
Retrieval: RAG pipeline with Gemini API
UI: React dashboard with search interface

⚡

Workflow Automation

Replace Zapier/Workato with Cloudflare Workflows.

Triggers: Webhooks, schedules, events
Steps: Durable execution with retries
Integrations: Workers fetch to external APIs
State: D1 for workflow state persistence
Monitoring: Built-in observability

📅

Dynamic Meeting Scheduler

Build custom multi-attendee scheduling with Durable Objects.

Coordination: Durable Objects for real-time state
Calendar: Google Calendar API integration
Logic: Workers for availability calculation
Storage: D1 for booking records
Notifications: Queues for async email/chat

📊

Deal Risk Scoring

Build predictive deal health using Workers AI + historical data.

Data: Salesforce opportunity data via Hyperdrive
Features: Activity patterns, engagement signals
Model: Workers AI classification models
Embeddings: Vectorize for similar deal matching
Output: Risk scores pushed to Salesforce

🔌

CRM Integration Hub

Replace Tray.io with Workers-based integration layer.

Connectors: Workers with typed API clients
Transform: Data mapping in Workers
Queue: Cloudflare Queues for async sync
Cache: KV for frequently accessed data
Logs: D1 for audit trail

📝 Example: Meeting Summary Worker

// workers/meeting-summary/src/index.ts
import { Ai } from '@cloudflare/ai';

export default {
  async fetch(request, env) {
    const { audioUrl, meetingId } = await request.json();
    
    // 1. Fetch audio from R2
    const audio = await env.R2_BUCKET.get(audioUrl);
    
    // 2. Transcribe with Whisper
    const ai = new Ai(env.AI);
    const transcription = await ai.run('@cf/openai/whisper', {
      audio: await audio.arrayBuffer()
    });
    
    // 3. Summarize with Gemini
    const summary = await generateSummary(transcription.text, env);
    
    // 4. Store in D1
    await env.DB.prepare(`
      INSERT INTO meeting_summaries (meeting_id, transcript, summary, created_at)
      VALUES (?, ?, ?, datetime('now'))
    `).bind(meetingId, transcription.text, summary).run();
    
    // 5. Push to Salesforce via Queue
    await env.SALESFORCE_QUEUE.send({
      type: 'activity_create',
      meetingId,
      summary
    });
    
    return Response.json({ success: true, summary });
  }
};
        

🗄️ Data Architecture

Data Type	Storage	Jurisdiction	Retention	Access Pattern
Meeting Transcripts	D1 + R2	Standard	2 years	Write-once, read-many
Deal Metadata	D1	Standard	Indefinite	Frequent read/write
Customer PII	D1 (EU jurisdiction)	EU / FedRAMP	Per policy	Restricted access
Sales Content	R2 + Vectorize	Standard	Indefinite	Read-heavy, semantic search
Session Cache	KV	Global	24 hours	High-frequency read
Workflow State	Durable Objects	Standard	Until completion	Transactional

🔐 Security Architecture

🛡️

Authentication

Cloudflare Access: SSO integration with Okta
Service Tokens: Worker-to-Worker auth
API Keys: Rotated via Secrets Manager
mTLS: For external API connections

🔒

Data Protection

Encryption: At rest and in transit
Jurisdictions: EU/FedRAMP for regulated data
Access Logs: All data access audited
DLP: PII detection before storage

🔍

Observability

Logs: Workers Logs + Logpush
Metrics: Workers Analytics
Tracing: Distributed trace IDs
Alerts: Anomaly detection on key metrics

📚 Enablement for Non-Technical Teams

You don't need to be a developer to benefit from these tools. Here's what each role needs to know.

💼

Sales Representatives

End Users

Your day-to-day experience will improve with less manual work.

Meeting notes auto-generated after every call
CRM fields populated automatically
Smart content recommendations during deal prep
AI-powered account research summaries
No new tools to learn—works inside existing apps

View Sales Rep Quick Start Guide →

👔

Sales Managers

Team Leaders

Better visibility into team performance and deal health.

AI highlights key moments from rep calls
Deal risk scores surface problems early
Automated coaching scorecards
Time saved on call reviews: 2+ hours/week
Dashboard access—no technical setup required

View Manager Dashboard Guide →

⚙️

RevOps Analysts

Power Users

Build automations without writing code using Workspace Studio.

Create agents with natural language prompts
Connect to Gmail, Drive, Salesforce, Jira
No coding required—drag and drop
Share agents with your team like sharing files
Templates available for common workflows

View Workspace Studio Training →

📊

Leadership

Executives

Track ROI and adoption without technical deep-dives.

Executive dashboard with key metrics
Cost savings tracked in real-time
Productivity gains quantified per team
Security and compliance status at a glance
Monthly summary reports auto-generated

View Executive Summary →

❓ Frequently Asked Questions

Will I need to learn new software? ▼

No. Most features work inside tools you already use (Salesforce, Gmail, Google Calendar). AI summaries appear automatically in your CRM. The only new interface is an optional dashboard for searching content and viewing insights.

What happens to my data? Is it secure? ▼

Your data stays within Cloudflare's enterprise infrastructure. AI models (Gemini, Workers AI) do not train on your data. All data is encrypted at rest and in transit. EU and FedRAMP jurisdictions are available for regulated data.

What if something goes wrong during the transition? ▼

Every tool runs in parallel with existing systems for 30-60 days. If productivity drops more than 5%, we automatically roll back. You won't lose access to current tools until the new ones are fully validated.

How do I get help if I have issues? ▼

The RevOps team provides dedicated support during rollout. Each phase includes training sessions, documentation, and a dedicated support channel. Power users in each team will be trained as local experts.

Ready to Start Building?

View the detailed implementation plan with timelines, milestones, and team assignments.

View Implementation Plan →