AI Engineer World's Fair 2026

How AI Agents Let GTM Teams Scale — Justin Joyce, Cloudflare

Slide chapters

17 slide and demo groups · Timestamps are approximate.

How AI Agents Let GTM Teams Scale

Cloudflare’s Justin Joyce shares lessons from deploying AI for GTM teams. His work spans lead generation and post-sale customer experience.

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How AI Agents Let GTM Teams Scale

Learnings from deploying AI for GTM teams

Justin Joyce
Principal Sales Operations and Strategy Manager
Cloudflare

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM

Background

Justin Joyce moved from sales operations into machine learning for 7 years, then returned to GTM to apply those skills.

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01 // SPEAKER PROFILE
Background

Started in Sales Operations before transitioning into Machine Learning for the last 7 years.

Returned to the GTM side to bring high-tech leverage to a traditionally less tech-heavy function.

Edmond Fallot
LA MOUTARDERIE

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM

The Problem: Traditional GTM Does Not Scale

Slow manual analysis leaves sales reps waiting for insights. Joyce also describes an expert gap: newer reps must gather information and learn to approach customer situations with the judgment of experienced sellers.

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The Problem: Traditional GTM Does Not Scale

The Current State: Inefficiency
> Manual processes create a bottleneck: analysts produce results slowly, delaying insights across the entire chain. Sales reps are left waiting, losing momentum.

The Gaps
> Constant context-switching between interactions with different customers. Teams struggle to bridge the "Expert Gap"—capturing how a senior sales executive would interpret a customer's unique situation.

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM

Three Aspect to Scaling with AI

Joyce’s three pillars scale analysis for complex requests, embed insight in daily workflows, and give sales teams self-service access to expertise for customer conversations.

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Three Aspect to Scaling with AI

Core Philosophy: Automate the analysis, Augment the humans.

Pillar 1: Scale Analysis
Handle higher-order, ad-hoc, director and VP-level inquiries seamlessly. Build applications with business logic.

Pillar 2: Scale Insight
Embed deep analysis directly into weekly and daily operational workflows.

Pillar 3: Self-Service
Pull Model: Provide sales reps and leaders with AI leverage, ensuring augmentation rather than replacement.

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM

Scaling Analytical Capability Through AI

Cloudflare built role-specific skill files that tie business context to data for technical and non-technical users. The example defines Salesforce opportunity fields to help users ask questions of the data.

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Pillar 1: Scaling Analytical Capability Through AI

THE BUILD
> Develop specific AI skills for every team role

Column Definitions
Types below reflect field usage for the referenced columns. Tables and columns not listed have no upstream definition CSV; consult the Table Catalog above.

salesforce.opportunity — referenced columns

Column | Type | Description
opportunity_id_18_char__c | STRING | The unique 18-character Salesforce ID of the opportunity record, useful for external integrations.
id | STRING | The unique 15-character Salesforce ID of the opportunity record.
accountid | STRING | The unique Salesforce ID of the customer account associated with the opportunity.
name | STRING | The name or title of the Salesforce opportunity.
type | STRING | The classification of the opportunity (e.g., 'New', 'Upsell - Insertion Order', 'Renew', 'Extension').
stagename | STRING | The current stage of the opportunity in the sales pipeline (e.g., 'Prospecting', 'Closed Won', 'Closed Lost').
closedate | DATE | The expected or actual close date of the opportunity, indicating when the deal is anticipated to be won or lost.
createddate | TIMESTAMP | The timestamp when the opportunity record was created in Salesforce.
createdbyid | STRING | The unique Salesforce ID of the user who created the opportunity record.

[SCALE IMPACT] One analyst can now serve exponentially more requests by managing the agent rather than writing the code.

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM

Applying AI Skills to Complex Questions

Skill files embed SQL for opportunity close-date and ACV changes, helping users who do not know SQL ask questions of their data. Joyce says the same files also help his team build applications.

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Pillar 1: Scaling Analytical Capability Through AI

THE BUILD
> Develop specific AI skills for every team role

THE APPLICATION
> Designed specifically for harder, complex questions and applications.

## Block: Field History — Close Date Changes

SELECT opportunityid, CAST(createddate AS DATE) AS change_date,
  oldvalue AS old_close_date, newvalue AS new_close_date
FROM `analytics.salesforce_raw.opportunityfieldhistory`
WHERE field = 'CloseDate'

## Block: Field History — ACV Changes

SELECT opportunityid, createddate AS change_timestamp,
  SAFE_CAST(oldvalue AS FLOAT64) AS old_acv,
  SAFE_CAST(newvalue AS FLOAT64) AS new_acv,
  SAFE_CAST(newvalue AS FLOAT64) - SAFE_CAST(oldvalue AS FLOAT64) AS acv_delta
FROM `analytics.salesforce_raw.opportunityfieldhistory`
WHERE field = 'ACV__c'

[SCALE IMPACT] One analyst can now serve exponentially more requests by managing the agent rather than writing the code.

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM

Automating Proactive Analysis

Pre-processing segments by KPI and detecting trends supports a weekly summary for the go-to-market team. The synthetic example highlights progress toward goals, standouts and declines.

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Pillar 2: Automating Proactive Analysis

Data Strategy
> Pre-process every segment by KPI.

Advanced Detection
> Continuous trend/outlier detection to highlight winners and anomalies.

Automated Deliverables
> Weekly call-outs: quarter progress, identified risks, and key metrics.

Summary
Zone Alpha continues to carry the load at 114% QO pace and 111% Bookings pace, though QO volume dipped to 221 from 248. Zone Beta delivered the week's standout Bookings number at $21.3M (up from $15.2M), pacing 116% on Bookings but only 97% on QO — they need 224 QOs/week over the final 3 weeks to close the gap. Zone Gamma bounced back to 99 QOs (from 71) but remains under pace at 90% QO and 96% Bookings. Zone Delta is the clearest concern at 61% QO pace and 59% Bookings pace.

Win rate is a broad headwind — Global at 16% QTD against a 23% target, with both Alpha and Beta sliding week-over-week. Zone Gamma is the bright spot at 31% this week. Twenty-one manager activity alerts fired this week as we enter the stretch run.

Notable Trends — REGION SCORECARD

Records — strongest QTD starts
Day 76 · vs. next-best prior quarter
Zone Alpha · Core — $116.8M (+15% vs next-best Q1)
Zone Alpha · East — $4.7M (+11% vs next-best Mar)
Zone Alpha · South — $15.2M (+8% vs next-best Q4)
Zone Beta · Central — $10.6M (+2% vs next-best Q4)
6 segments at record highs (top: Other $63.5M, Software $15.1M, Financial Services $9.4M)

Standouts — accelerating momentum
Multi-period growth signals
Zone Beta · South COMM (QO ↑4q +880%)
Zone Beta · East TERR (Bookings ↑4q +312% cooling)
Tech & Services (Bookings ↑3q +176% cooling)
Zone Alpha · NMD (Bookings ↑3q +68%)
Zone Alpha · COMM (Bookings ↑4mo +47%)
Public Sector (Bookings +12% QTD vs LQ)

Watch — declines
Reversals worth monitoring
Zone Beta · South FLSM (QO -100%)
Zone Alpha · TERR (QO -9%)
Zone Gamma · MGD (Bookings -6% WoW)

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 2: AUTOMATION

A Robust Multi-Agent Workflow

A draft agent pulls data through MCPs, a reviewer checks it against the raw source, and a tone agent balances risks and opportunities. Each LLM call is observable, including its input and response.

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Infrastructure: A Robust Multi-Agent Workflow

MCPs

1. Draft Agent
• MCP Integration / Structured Analysis
• Calls MCPs, pulls pre-transformed data
• Processes it further, and drafts daily structures.

2. Reviewer Agent
• Veracity Check / Anti-Hallucination
• Cross-checks veracity against raw data source to aggressively catch and eliminate hallucinations.
RAW DATA SOURCE

3. Tone Agent
• Multi-shot Prompting / Risk Balancer
• Perfectly balances positive highlights with potential risks using multi-shot methodology.
Pros
Cons

Robust Outputs

THE SCALE ANGLE
Trust + Repeatability =
The ability to run the system entirely unattended.
Observability

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM

Pillar 3: The Pull Model — Creating an Agentic Workspace

Cloudflare OS gives go-to-market teams a self-service workspace to request data when they need it. Joyce says each workspace gets its own compute and persistent environment.

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Pillar 3: The Pull Model — Creating an Agentic Workspace

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE

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List of Use Cases

Sales teams use the workspace for forecast briefs, decks, account plans, CRM questions, and renewal prep. Joyce describes reviewing customer usage to identify upsell and adoption opportunities.

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List of Use Cases

01 Forecast Brief
Automated generation of concise forecast summaries for sales leadership teams.

02 QBR Deck Generation
Creating data-driven Quarterly Business Review presentations at scale.

03 Purchase Deck Generation
Generating tailored pitch decks to facilitate the final purchasing decision process.

04 Account Plan
Generate a strategic account plan slide deck for a named Cloudflare customer.

05 General CRM Queries
Natural language interface for asking general questions on complex CRM data.

06 Renewal Prep
Close plan for deal given CRM data.

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE

Pillar 3: The Setup

Cloudflare’s agent workspace connects AI inference through a gateway, loads curated skills and context, and accesses systems of record through an MCP portal. It also leads to deployed apps and agents.

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Pillar 3: The Setup

Cloudflare’s agentic workspace
CLOUDFLARE

AI Inference
Model optionality

AI Gateway

AI Agent Workspace
Deployed or local harness

Deployed Apps & Agents
One-click environments

Loads skills + context

Content Library
Curated context + skills
Skills
Content

MCP Portal

Systems of Record
Transactional data
Salesforce, Jira, Email, Radar

Enriched by

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE

Skill Repository

Requests from an email alias and expert workflows pass through triage into centrally managed skills for the agent workspace. Teams review them to limit skill proliferation.

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Skill Repository

Investing in a central context layer

Email Alias
Magic inbox for work requests

Expert Tasks
Documented expert workflows

Triage & Audit
AI agent operators curate the work

Skill Repo
Curated skill files + context, centrally managed

AI Agent Workspace
Surfaced and ready-to-use in Cloudflare OS

Defining the jobs-to-be-done as centrally managed skill files:
1. Tap experts to document workflows and create skill files.
2. Create a “magic inbox” email alias where everyone else can send work.
3. Staff the inbox with AI agent operators who run it as a service.
4. Collect and curate the use cases, convert to skill files.
5. Everything is surfaced and ready-to-use in Cloudflare OS.

CLOUDFLARE

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE

Use Cases: Prescriptive Seller Plan

The agent pulls data through MCP and reads context files while preparing a seller’s daily plan. The document pane is still empty.

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Use Cases

Every seller starts their day with a prescriptive plan
Sellers

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Cloudflare OS
Send feedback

[illegible] SELECT Name, Amount, ACV__c, CFI_ACV__c, CloseDate, Stage...
[illegible] SELECT Name, Amount, StageName, CloseDate FROM Op...
[illegible] SELECT Name, StageName, CloseDate FROM Opportunity WHERE...
[illegible] SELECT CaseNumber, Subject, Priority, Status, CreatedDate...
[illegible] SELECT CaseNumber, Subject, Status, ClosedDate, JIRA__c...
tasks:update [illegible] status: completed
[illegible] text = 'Target Corporation' AND type = 'page' [illegible]
fs:list cloudflare/context
fs:write memory/[illegible]
fs:list cloudflare/context/facts
fs:list cloudflare/context/proof
fs:list cloudflare/context/mappings
fs:list cloudflare/context/verticals
fs:read cloudflare/context/facts/competitive.json
fs:read cloudflare/context/proof/case-studies.json
fs:read cloudflare/context/mappings/product-mapping.md

I have enough to draft. Writing the prep doc now.
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update research-target +2 more
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Files

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14:03Demo milestone

Use Cases: Custom Slide Decks

For a customer call, a seller requests a deck for a retailer with physical locations and a large digital presence. The workspace shows a visual-style choice alongside a Cloudflare presentation cover.

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Use Cases

Generate custom slide decks for each conversation
Sellers

Cloudflare Developer Platform for Retail

I need a slide deck for a retailer who operates physical locations and has a large digital presence about how they should adopt Cloudflare's developer platform

I need to ask you which visual style you'd like before I start creating slides.

Questions 1 answered
Which visual style would you like for this retail developer platform deck?
Cloudflare Corporate Template (Recomme[illegible])

CLOUDFLARE
Accelerate retail innovation with Cloudflare
Unify your physical and digital experiences on one global network
1/8

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE

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14:19Demo milestone

Bringing it together

Self-service lets reps pull data, pushed insights reach daily workflows, and operations scales ad-hoc analysis. Joyce argues that missing layers leave information stranded or create an operations bottleneck.

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Bringing it together

Three Aspects to Scaling with AI
Automate the analysis. Augment the humans.

FOUNDATION
Self-Service
Reps query data & use AI skills to serve customers directly
Pull Model
SALES REPS

DISTRIBUTION
Scale Insight
Analysis embedded into daily workflows
Push Model
OPS → REPS

ACCELERATION
Scale Analysis
Handle ad-hoc, leadership-level inquiries at speed
Ops Efficiency
OPERATIONS

WITHOUT SELF-SERVICE
Ops – overloaded
Insight
Self-Service ×
Every question funnels up → bottleneck at Ops

WITHOUT INSIGHT PUSH
Ops
Insight ×
Self-Service
Analysis exists but doesn’t reach reps → disparate information

FULL COVERAGE
Ops
Insight
Self-Service
Every layer serves its purpose → compounding leverage

Findings and the future

Joyce lists skill curation, feedback and layering as findings. He looks ahead to embedding QBR and renewal artifacts in meetings, tackling quoting and CRM updates, and aligning sources of truth across teams.

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Findings and the future...

FINDINGS
01. Skill curation is the basis
02. Feedback Loop
03. Layering

THE FUTURE...
Deeper Integration
Harder Problems
Standardization

SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE

AI Engineer World's Fair

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AI Engineer
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Read the talk

How AI Agents Let GTM Teams Scale

Justin Joyce explains how Cloudflare combines reusable business skills, automated weekly summaries, and Cloudflare OS to give go-to-market teams timely data and expert guidance—and why preparing the data and curating the skills matter as much as the agents.

From a talk by Justin Joyce

At a glance

Ideas worth remembering

  • Reusable skills connect business questions to data meaning and query logic, allowing users without SQL knowledge to obtain familiar analyses without waiting for a specialist.

  • Weekly reporting combines prepared filters and aggregations with sequential drafting, factual review, and tone adjustment. Cloudflare inspected every run for two to three months with visibility into individual LLM inputs and responses.

  • Pushed summaries provide shared performance context; Cloudflare OS supplies data and curated expertise for immediate customer tasks. Feedback and central skill review support both forms of delivery.

  • Quoting, approvals, and Salesforce updates remain further work. Deeper integration makes alignment between skills, business systems, and sources of truth increasingly important.

Repeated analysis, changing context, uneven expertise

Every week, operations teams rebuild analyses in Excel or Sheets. More projects mean more recurring work. Dashboards make information easier to distribute, but a standard view still leaves some teams waiting for answers to questions it does not cover. This is the practical problem behind Justin Joyce’s diagnosis that traditional go-to-market operations do not scale.

Joyce is Cloudflare’s principal sales operations and strategy manager, supporting lead-producing teams and the customer experience after a sale. After seven years working on machine learning, he returned to sales operations to combine business knowledge with prescriptive analysis: helping teams decide what to do next. His opening joke about the conference’s AGI pills gives way to a concrete concern—making the whole operation more efficient, from back-office analysis to customer conversations.

Customer-facing work adds two distinct gaps:

  • Context gap: A representative moves from a prospect call to an existing-customer conversation and then to an adoption discussion. Each requires different information. The preparation is necessary; repeatedly gathering it between calls consumes time.
  • Expert gap: An experienced representative and someone still ramping up may handle the same rejection, adoption problem, or customer satisfaction issue differently. Shared information must also help people assess the situation and choose a useful response.

These problems compound. An overloaded analytical team cannot answer every request, while representatives spend time assembling context and still lack the judgment embedded in an expert’s approach. Improving only the dashboard would leave much of that chain intact.

1:572:28
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0:12 · section reference included

Three ways to make information available

The response has three pillars, each addressing a different moment in the work:

  • Scale analysis: Help operations answer data questions and build applications using business context.
  • Scale insight: Deliver recurring performance stories across management levels, with customer-level insight as a further ambition.
  • Provide self-service: Give representatives data and expert guidance when a particular customer situation arises.

The first pillar changes what operations can spend its time on. Joyce frames the ambition as reducing two hours of work to five minutes. After building skills in January, he could ask questions directly of the data and receive answers while doing other tasks. Faster answers create room for the strategy part of sales operations: deciding what the business should do with the information.

4:565:26
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4:56 · section reference included

Put business meaning and recurring questions into skills

Role-specific skill files connect business context to the underlying data. A technical user may already know SQL and data engineering; someone closer to sales may understand the business question without knowing how to write its query. The skill files carry the logic those users would otherwise have to obtain from a data specialist.

Opportunity changes provide a concrete example. The business wants to examine changes in close dates or opportunity amounts. Previously, a user who did not know SQL would send that request to someone who understood the data and could write a complex query. Through testing, the team added these familiar question types and their relevant logic to the skills. The user can then ask the question directly and receive an answer rather than wait in the specialist’s queue. The observable change is who can obtain the analysis; the enabling step is packaging the business-to-data knowledge beforehand.

Joyce estimates that the skills answer 80% or more of these questions, with the remaining 20% potentially involving more complex strategic analysis. That estimate concerns coverage of familiar business requests, rather than an accuracy score or a claim that every strategic question has become routine.

The same knowledge also supports application building. Business semantics and information about the data columns give the team reusable context for creating tools. Joyce reports that his team built multiple applications this way, reducing dependence on an IT queue. One investment in explaining the data can therefore support direct questions, new applications, and the customer-facing skills used later in Cloudflare OS.

6:417:11
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6:41 · section reference included

Prepare the data, then bring the story to the team

The second pillar produces a weekly summary of business performance: progress toward goals, trends, standouts, and areas to watch. The presentation’s example uses synthetic data. The intended experience is a briefing people can receive and act on during their day, with reports and dashboards available when they want to investigate further. 8:57

Pushing the summary addresses uneven adoption of key performance indicators. Some people love dashboards; others will rarely open them. A common performance story can reach both groups, while the dashboard remains useful for drilling into details. Generating an answer and getting someone to encounter it are separate jobs.

Consistent reporting starts before the language model sees the data. The team organizes inputs by time, business slices such as manager and theater, and the metric being examined. It engineers the filtering rules and the aggregations the business wants upfront. This prevents each reporting run from having to reconstruct those same analytical choices.

The preparation uses both wide and long data layouts. Wide data spreads values across columns; long data organizes repeated observations into rows. Cloudflare’s trend information uses the long form, followed by preprocessing to highlight trends. The important decision is to give the agents a consistent business view suited to the question, with recurring calculations already prepared.

Joyce separately estimates that these prepared performance views handle 80% or more of requests because so many questions ask how teams are doing. Standardization makes common requests easier to serve, but it also selects the slices and calculations available in the summary. Deeper investigations can still go down to raw data through self-service.

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8:57 · section reference included

Separate the draft, factual review, and tone

How does prepared data become a weekly message, and where do its checks happen? The reporting workflow runs three agents in sequence. Data retrieval and the first-pass draft involve calls to the team’s MCP connections. A reviewer then checks the factual basis of the draft. Finally, a tone agent uses a multi-shot prompt—examples of the desired message—to give risks and opportunities equal weight. 11:05

The sequence below makes the division visible: data preparation determines the business view, the drafter turns it into prose, the reviewer checks its factual basis, and the tone agent shapes the final emphasis. Factual review and editorial balance have their own stages, rather than depending entirely on the first draft.

Every run exposes the inputs and responses of individual LLM calls. The team inspected every run for two to three months to find what went wrong before settling on this architecture. That visibility makes failures easier to locate: a questionable result can be traced back through the calls that produced it. The workflow provides repeated checks and an operational basis for confidence, without establishing a numerical error rate or guaranteeing that review catches every mistake. Extending the summaries to more teams and individual customers remains a next step.

From prepared performance data to a balanced weekly summary

Prepared business dataTime, business slices, metrics, filters, aggregations, and trend preprocessing.
Drafteragents — Retrieves data through MCP connections and produces a first-pass draft.
Revieweragents — Checks the factual basis of the reporting.
Tone agentagents — Uses a multi-shot prompt to give risks and opportunities equal weight.
Weekly summaryBrings performance, goal pacing, trends, standouts, and watches to the business.
Each stage has a different responsibility. Inputs and responses remain visible at the individual LLM-call level.
Read the diagram as text
  • Prepared business data. Time, business slices, metrics, filters, aggregations, and trend preprocessing.
  • Drafter. agents — Retrieves data through MCP connections and produces a first-pass draft.
  • Reviewer. agents — Checks the factual basis of the reporting.
  • Tone agent. agents — Uses a multi-shot prompt to give risks and opportunities equal weight.
  • Weekly summary. Brings performance, goal pacing, trends, standouts, and watches to the business.
  • Prepared business data → Drafter: Supplies consistent analytical inputs.
  • Drafter → Reviewer: First-pass draft.
  • Reviewer → Tone agent: Factual review precedes tone.
  • Tone agent → Weekly summary: Crafts the message for distribution.
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10:57 · section reference included

Cloudflare OS puts curated expertise within reach

Cloudflare OS is the internal agentic workspace that supplies the third pillar. Joyce describes each user getting compute and a persistent environment using Cloudflare Workers and Durable Objects. Representatives can enter the workspace when they need information for a customer task, rather than wait for the next scheduled summary. 12:03

The workspace combines expert skills, an MCP connection, and AI Gateway. Conversations retrieve data and apply curated guidance to a job. Access to customer information addresses the context gap; guidance about how to use that information addresses the expert gap. Both are needed to support a useful customer conversation.

The tasks span several kinds of preparation:

  • Business and account planning: Forecast briefs, account plans, and general data queries.
  • Customer-call artifacts: QBR decks and purchase decks describing what an onboarding customer bought.
  • Renewal preparation: Examining customer usage to consider an upsell or help the customer adopt more of the product.

In the daily-work example, a user asks a question and the agent begins pulling information through MCP to assemble a prescriptive plan. Another example generates a custom slide deck for a customer call. These outputs put retrieved information into a form the representative can use—a plan or deck—rather than leaving the user to assemble the artifact from separate answers.

Self-service depends on a maintained skill repository. Skills are submitted through a central alias and curated by go-to-market and operations teams. Review helps prevent uncontrolled proliferation and keeps expert knowledge available for different customer situations. Users choose when to ask for help, while the organization reviews the guidance shaping that help.

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11:57 · section reference included

Curation and feedback make the three layers useful

The three pillars serve complementary needs. Self-service supplies data and expertise for the situation at hand. Pushed insights establish standardized performance context. Greater analytical capacity lets operations answer questions and build applications that would otherwise remain unmet needs. The cost of an overloaded operations team reaches beyond its own backlog: customer-facing teams lose help they could have used.

Skill curation is the shared foundation. Business knowledge guides analysis and application building, while customer-task expertise guides work inside Cloudflare OS. The intended result is more predictable, consistent execution across users; curated skills do not by themselves guarantee deterministic model behavior.

Internal tools also need a product feedback loop. Teams must find out whether the outputs are useful, where people encounter problems, and what would make the work more efficient. Layering the delivery modes respects how users already work: some prefer asking operations a question, some benefit from a pushed briefing, and some want to retrieve information themselves.

Joyce reports 2× efficiency from the combined approach, alongside better access to information needed for the job. The talk does not define the efficiency measure or its baseline, so the figure is an operational result he reports rather than a reproducible benchmark.

14:3415:04
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14:34 · section reference included

The next step moves from preparation toward system updates

The next integration goal removes another retrieval step. Instead of requiring a representative to pull a QBR deck or renewal-preparation artifact, the system could set up the meeting and attach the material there. The self-service portal would remain available for ad hoc needs. Capturing meeting notes across calls is another proposed extension. Both require additional system integration and security setup. 17:08

Quoting, approvals, and CRM updates are harder problems. Cloudflare uses Salesforce, and the team is building the connections that would let agentic systems update it. Joyce expects multi-agent workflows resembling the reporting pipeline to help check that the work is done correctly. This is work in progress: the talk does not establish a completed Salesforce write workflow or explain its approval controls.

That shift also changes the organizational problem. Joyce describes agent adoption as a Cambrian stage: excitement produces an explosion of skills and attempts to solve almost anything with AI. As those experiments become integrated workflows, each team needs a deliberate approach to using them so that the systems and their sources of truth stay aligned. The closing challenge is keeping shared business meaning intact as agents become involved in more of the work.

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17:04 · section reference included

Resources

Read the complete timestamped transcript

15 slide groups · 2 demo milestones. Extracted from the recording; expand builds to follow changes. Timestamps are approximate.

  1. 0:01

    [music]

  2. 0:12

    >> Well, thank you everyone for joining.

  3. 0:13

    I'm hoping that you guys had a great

  4. 0:15

    time so far at this conference and you

  5. 0:17

    guys have a lot of takeaways back, you

  6. 0:19

    know, to your company.

  7. 0:20

    Um, I don't know if any of you guys saw

  8. 0:22

    the uh AGI pills downstairs.

  9. 0:24

    Yeah, well, I just took some. So, if I

  10. 0:26

    say any phrases about that's the uh

  11. 0:30

    the

  12. 0:30

    the gun What's that What's that the

  13. 0:31

    phrase? That's the uh burning gun or the

  14. 0:34

    smoking gun or I start hallucinating in

  15. 0:36

    general, well, please snap me back.

  16. 0:38

    That's probably just the AGI pills.

  17. 0:41

    All right. So, without further ado,

  18. 0:43

    let's get started.

  19. 0:45

    Uh my name is Justin Joyce. I'm a

  20. 0:46

    principal sales operations and strategy

  21. 0:48

    manager at Cloudflare.

  22. 0:50

    Um and I work with the go-to-market team

  23. How AI Agents Let GTM Teams Scale

    Cloudflare’s Justin Joyce shares lessons from deploying AI for GTM teams. His work spans lead generation and post-sale customer experience.

    Text in image
    How AI Agents Let GTM Teams Scale
    
    Learnings from deploying AI for GTM teams
    
    Justin Joyce
    Principal Sales Operations and Strategy Manager
    Cloudflare
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  24. 0:53

    as part of the revenue operations

  25. 0:55

    organization, specifically on the teams

  26. 0:58

    that uh produce leads for the sales

  27. 1:00

    teams, as well as the customer

  28. 1:02

    experience team, which works on uh the

  29. 1:05

    customer experience after the sale the

  30. 1:07

    sales have been done.

  31. 1:09

    And uh

  32. 1:11

    just a little background about me.

  33. Background

    Justin Joyce moved from sales operations into machine learning for 7 years, then returned to GTM to apply those skills.

    Text in image
    01 // SPEAKER PROFILE
    Background
    
    Started in Sales Operations before transitioning into Machine Learning for the last 7 years.
    
    Returned to the GTM side to bring high-tech leverage to a traditionally less tech-heavy function.
    
    Edmond Fallot
    LA MOUTARDERIE
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  34. 1:13

    As Moda said, I started in sales

  35. 1:15

    operations uh

  36. 1:17

    and sales and then I moved to sales uh

  37. 1:20

    to the machine learning side about the

  38. 1:21

    last 7 years at Grainger. And I really

  39. 1:24

    wanted to do that to be able to learn

  40. 1:25

    how to

  41. 1:27

    uh

  42. 1:27

    have prescriptive analysis and

  43. 1:29

    prescriptive uh prediction so I can help

  44. 1:31

    the business better to make decisions

  45. 1:35

    and to understand what's the next step

  46. 1:37

    next best step.

  47. 1:39

    So, uh

  48. 1:41

    6 months ago, I had an opportunity to

  49. 1:43

    move back into sales operations

  50. 1:46

    uh because I really wanted to use all

  51. 1:47

    the skills that I'd been learning from

  52. 1:50

    machine learning as well as from sales

  53. 1:52

    operations in general.

  54. 1:57

    So, what's the general problem? The

  55. 1:59

    general problem is that traditional

  56. 2:01

    go-to-market does not scale.

  57. 2:04

    There's a few um

  58. 2:06

    facets to this.

  59. 2:07

    The first facet is that usually teams on

  60. 2:10

    the back office side, uh they're either

  61. 2:12

    doing work in Excel or sheets at worst,

  62. 2:16

    um building analysis each week, multiple

  63. 2:19

    hours a week, and as they take on

  64. 2:21

    multiple projects, it gets exponentially

  65. 2:23

    long with how many of those analysis

  66. 2:25

    that they're doing.

  67. 2:26

    Uh at best, they are producing

  68. 2:28

    dashboards,

  69. 2:29

    um providing information to the uh

  70. 2:32

    leadership and executive team, um which,

  71. 2:35

    you know, meets the needs of most teams,

  72. 2:37

    um but not all of them. And that needs

  73. 2:40

    meets

  74. 2:41

    that needs uh

  75. 2:43

    means that in general, not all the

  76. 2:44

    requirements of the go-to-market teams

  77. 2:46

    are met. They're not able to really

  78. 2:48

    provide all the information that the

  79. 2:50

    teams need when um they need it.

  80. 2:55

    The second problem, which is more on the

  81. 2:58

    go-to-market side with the sales and uh

  82. 3:01

    the sales teams and the other teams that

  83. 3:03

    I mentioned that I support, is they have

  84. 3:06

    two gaps. Essentially, the first gap is

  85. 3:08

    the context gap, meaning when a

  86. 3:11

    salesperson is

  87. 3:12

    uh talking to a prospect um one call and

  88. 3:15

    talking to a current customer in the

  89. 3:17

    next call, or um talking at an adoption

  90. 3:20

    conversation the call after that, they

  91. 3:22

    have to constantly switch contexts and

  92. 3:24

    they have to gather information for

  93. 3:26

    those specific calls,

  94. 3:28

    which is good. They really need to get

  95. 3:29

    that information to have those calls and

  96. 3:32

    understand how to approach the

  97. 3:33

    situation, but they have to do all that

  98. 3:35

    work in between.

  99. 3:37

    Um the second one what is like what I

  100. 3:40

    like to call is the expert gap, which is

  101. 3:42

    the gap between how your expert

  102. 3:44

    salesperson or expert go-to-market um

  103. 3:47

    sales individual, how he would approach

  104. 3:50

    a situation, how he would talk to a

  105. The Problem: Traditional GTM Does Not Scale

    Slow manual analysis leaves sales reps waiting for insights. Joyce also describes an expert gap: newer reps must gather information and learn to approach customer situations with the judgment of experienced sellers.

    Text in image
    The Problem: Traditional GTM Does Not Scale
    
    The Current State: Inefficiency
    > Manual processes create a bottleneck: analysts produce results slowly, delaying insights across the entire chain. Sales reps are left waiting, losing momentum.
    
    The Gaps
    > Constant context-switching between interactions with different customers. Teams struggle to bridge the "Expert Gap"—capturing how a senior sales executive would interpret a customer's unique situation.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  106. 3:51

    prospect, how he would uh work on

  107. 3:54

    adoption call, how he would handle a

  108. 3:56

    customer satisfaction issue, and

  109. 3:59

    between also the

  110. 4:01

    a new salesperson or someone that's just

  111. 4:03

    ramping up. So, ideally like everyone

  112. 4:05

    working at the same operational level,

  113. 4:07

    so you have consistency in execution,

  114. 4:08

    consistency in messaging of how to

  115. 4:11

    assess a

  116. 4:13

    a customer's problems and how your

  117. 4:15

    product can help fit that portfolio. So,

  118. 4:18

    with these two problems with manual work

  119. 4:21

    as well as

  120. 4:22

    uh

  121. 4:23

    salespeople not having enough

  122. 4:24

    information and having the gap of having

  123. 4:27

    to get all the information they need

  124. 4:29

    and gather that as well as not be able

  125. 4:31

    to execute the same level, it really

  126. 4:33

    creates an inefficiency in the

  127. 4:34

    go-to-market organization.

  128. 4:37

    And so, for the last 6 months or so

  129. 4:39

    since I've

  130. 4:40

    joined Cloudflare, I've been really

  131. 4:42

    focusing on how can I make this

  132. 4:43

    operation efficient from back to front

  133. 4:46

    and there's a lot of great things that

  134. 4:48

    we've been doing at our company in

  135. 4:49

    general that's helped me enable that and

  136. 4:51

    I really want to share some of those

  137. The Problem: Traditional GTM Does Not Scale

    Slow manual analysis leaves sales reps waiting for insights. Joyce also describes an expert gap: newer reps must gather information and learn to approach customer situations with the judgment of experienced sellers.

    Text in image
    The Problem: Traditional GTM Does Not Scale
    
    The Current State: Inefficiency
    > Manual processes create a bottleneck: analysts produce results slowly, delaying insights across the entire chain. Sales reps are left waiting, losing momentum.
    
    The Gaps
    > Constant context-switching between interactions with different customers. Teams struggle to bridge the "Expert Gap"—capturing how a senior sales executive would interpret a customer's unique situation.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  138. 4:53

    findings with you.

  139. 4:56

    So, the framework that I'm proposing

  140. 4:59

    here, which I think is is

  141. 5:02

    it's going to really be effective in as

  142. 5:03

    we flesh this out in the future is a

  143. 5:05

    three-pillar approach.

  144. 5:07

    The first pillar approach is how can we

  145. 5:09

    scale analysis and the ability of

  146. 5:12

    operations team to meet the data needs

  147. 5:15

    of executives, leadership,

  148. 5:17

    as well as be able to build applications

  149. 5:20

    using business context. How can they

  150. 5:22

    take things that would take 2 hours to

  151. 5:23

    do down to 5 minutes? Um back in well,

  152. 5:27

    not back in January of this year,

  153. 5:30

    I after I joined I joined the company,

  154. 5:33

    I had built these skills and I'd started

  155. 5:35

    asking questions of the data directly

  156. 5:37

    and I was able to get answers

  157. 5:38

    immediately while doing other things and

  158. 5:40

    I saw the huge power of how if we can

  159. 5:43

    scale the analysis and the operations of

  160. 5:45

    the teams, we can actually focus on the

  161. 5:47

    second part of my job, which is

  162. 5:48

    strategy.

  163. 5:50

    The second pillar is how can is to scale

  164. Three Aspect to Scaling with AI

    Joyce’s three pillars scale analysis for complex requests, embed insight in daily workflows, and give sales teams self-service access to expertise for customer conversations.

    Text in image
    Three Aspect to Scaling with AI
    
    Core Philosophy: Automate the analysis, Augment the humans.
    
    Pillar 1: Scale Analysis
    Handle higher-order, ad-hoc, director and VP-level inquiries seamlessly. Build applications with business logic.
    
    Pillar 2: Scale Insight
    Embed deep analysis directly into weekly and daily operational workflows.
    
    Pillar 3: Self-Service
    Pull Model: Provide sales reps and leaders with AI leverage, ensuring augmentation rather than replacement.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  165. 5:53

    insight.

  166. 5:54

    There's

  167. 5:55

    story in the data, and how can we

  168. 5:56

    provide that to the team? How can we

  169. 5:58

    provide that team at, you know, the

  170. 6:00

    weekly level, at the different levels of

  171. 6:02

    management? How can we provide that

  172. 6:03

    information, that insight, that story to

  173. 6:05

    every customer that the sales teams are

  174. 6:08

    talking to?

  175. 6:11

    And the third one, which is arguably the

  176. 6:13

    biggest one, is

  177. 6:15

    uh to provide self-service capabilities

  178. 6:17

    to the go-to-market team.

  179. 6:19

    When these sales individuals, when

  180. 6:22

    they're talking to a customer, how can

  181. 6:24

    they get the expert-level information

  182. 6:26

    that they need to interact with that

  183. 6:28

    customer and to best assess, you know,

  184. 6:31

    how they should approach the situation,

  185. 6:33

    how to handle rejections, how to upsell

  186. 6:35

    them, and how to handle customer

  187. 6:37

    satisfaction issues.

  188. 6:39

    Uh this is a huge part of what I've seen

  189. 6:41

    we've done at Cloudflare, and I'll share

  190. 6:43

    a little bit what that looks like.

  191. 6:47

    So, as it relates to scaling the

  192. 6:48

    analytical capability, the back-office

  193. 6:50

    operations,

  194. 6:51

    what we have done as we have built

  195. 6:53

    role-specific skill files, which have

  196. Scaling Analytical Capability Through AI

    Cloudflare built role-specific skill files that tie business context to data for technical and non-technical users. The example defines Salesforce opportunity fields to help users ask questions of the data.

    Text in image
    Pillar 1: Scaling Analytical Capability Through AI
    
    THE BUILD
    > Develop specific AI skills for every team role
    
    Column Definitions
    Types below reflect field usage for the referenced columns. Tables and columns not listed have no upstream definition CSV; consult the Table Catalog above.
    
    salesforce.opportunity — referenced columns
    
    Column | Type | Description
    opportunity_id_18_char__c | STRING | The unique 18-character Salesforce ID of the opportunity record, useful for external integrations.
    id | STRING | The unique 15-character Salesforce ID of the opportunity record.
    accountid | STRING | The unique Salesforce ID of the customer account associated with the opportunity.
    name | STRING | The name or title of the Salesforce opportunity.
    type | STRING | The classification of the opportunity (e.g., 'New', 'Upsell - Insertion Order', 'Renew', 'Extension').
    stagename | STRING | The current stage of the opportunity in the sales pipeline (e.g., 'Prospecting', 'Closed Won', 'Closed Lost').
    closedate | DATE | The expected or actual close date of the opportunity, indicating when the deal is anticipated to be won or lost.
    createddate | TIMESTAMP | The timestamp when the opportunity record was created in Salesforce.
    createdbyid | STRING | The unique Salesforce ID of the user who created the opportunity record.
    
    [SCALE IMPACT] One analyst can now serve exponentially more requests by managing the agent rather than writing the code.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  197. 6:56

    the context of the

  198. 6:58

    business information tying it to the

  199. 7:00

    data. This is for both technical and

  200. 7:02

    non-technical users. Technical users,

  201. 7:05

    you could say the ones who are building

  202. 7:06

    SQL and being able to data engineer a

  203. 7:09

    lot of solutions. And then the

  204. 7:10

    non-technical people would be more

  205. 7:13

    individuals who are closer to the

  206. 7:15

    business with the sales people who may

  207. 7:17

    not know how to write SQL.

  208. 7:18

    And so, we have skill files that they're

  209. 7:21

    able to use to ask questions of the data

  210. 7:23

    to get answers fairly quickly while

  211. 7:25

    doing other tasks.

  212. 7:27

    And

  213. Applying AI Skills to Complex Questions

    Skill files embed SQL for opportunity close-date and ACV changes, helping users who do not know SQL ask questions of their data. Joyce says the same files also help his team build applications.

    Text in image
    Pillar 1: Scaling Analytical Capability Through AI
    
    THE BUILD
    > Develop specific AI skills for every team role
    
    THE APPLICATION
    > Designed specifically for harder, complex questions and applications.
    
    ## Block: Field History — Close Date Changes
    
    SELECT opportunityid, CAST(createddate AS DATE) AS change_date,
      oldvalue AS old_close_date, newvalue AS new_close_date
    FROM `analytics.salesforce_raw.opportunityfieldhistory`
    WHERE field = 'CloseDate'
    
    ## Block: Field History — ACV Changes
    
    SELECT opportunityid, createddate AS change_timestamp,
      SAFE_CAST(oldvalue AS FLOAT64) AS old_acv,
      SAFE_CAST(newvalue AS FLOAT64) AS new_acv,
      SAFE_CAST(newvalue AS FLOAT64) - SAFE_CAST(oldvalue AS FLOAT64) AS acv_delta
    FROM `analytics.salesforce_raw.opportunityfieldhistory`
    WHERE field = 'ACV__c'
    
    [SCALE IMPACT] One analyst can now serve exponentially more requests by managing the agent rather than writing the code.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  214. 7:29

    one example here is in those skill

  215. 7:31

    files, we also,

  216. 7:32

    through testing, we've included the

  217. 7:35

    types of questions that the business

  218. 7:36

    would ask of the data. In this case,

  219. 7:39

    looking at

  220. 7:40

    closed date changes and opportunities,

  221. 7:41

    as well as uh changes in the amount of

  222. 7:43

    the opportunities, so that we can answer

  223. 7:45

    essentially 80% or or more of the

  224. 7:48

    questions, where the other 20% might be

  225. 7:50

    more uh complex strategic questions.

  226. Applying AI Skills to Complex Questions

    Skill files embed SQL for opportunity close-date and ACV changes, helping users who do not know SQL ask questions of their data. Joyce says the same files also help his team build applications.

    Text in image
    Pillar 1: Scaling Analytical Capability Through AI
    
    THE BUILD
    > Develop specific AI skills for every team role
    
    THE APPLICATION
    > Designed specifically for harder, complex questions and applications.
    
    ## Block: Field History — Close Date Changes
    
    SELECT opportunityid, CAST(createddate AS DATE) AS change_date,
      oldvalue AS old_close_date, newvalue AS new_close_date
    FROM `analytics.salesforce_raw.opportunityfieldhistory`
    WHERE field = 'CloseDate'
    
    ## Block: Field History — ACV Changes
    
    SELECT opportunityid, createddate AS change_timestamp,
      SAFE_CAST(oldvalue AS FLOAT64) AS old_acv,
      SAFE_CAST(newvalue AS FLOAT64) AS new_acv,
      SAFE_CAST(newvalue AS FLOAT64) - SAFE_CAST(oldvalue AS FLOAT64) AS acv_delta
    FROM `analytics.salesforce_raw.opportunityfieldhistory`
    WHERE field = 'ACV__c'
    
    [SCALE IMPACT] One analyst can now serve exponentially more requests by managing the agent rather than writing the code.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  227. 7:54

    And so, overall, this allows the teams

  228. 7:56

    to be able to embed all of the logic

  229. 7:59

    into the skill files and get answers uh

  230. 8:02

    fairly quickly. So, I've seen users who

  231. 8:04

    do not know any SQL, and the essentially

  232. 8:06

    their request in the past we bottleneck

  233. 8:08

    to someone who knows data and can write

  234. 8:10

    SQL for complex queries, be able to just

  235. 8:12

    ask questions of the data and get

  236. 8:14

    answers.

  237. 8:15

    And this is very useful also for what I

  238. 8:18

    show later on on the third pillar is for

  239. 8:21

    building skills for these go-to-market

  240. 8:23

    teams, so that they um can and ask

  241. 8:27

    questions of their data and and get

  242. 8:29

    answers. Also, uh in our team we've used

  243. 8:31

    these same skill files to build multiple

  244. 8:33

    applications. Uh when usually, you know,

  245. 8:36

    that is uh done in IT and bottlenecked

  246. 8:40

    in those areas, we're able to use the

  247. 8:41

    semantic information about the business

  248. 8:44

    um knowledge, as well as the columns

  249. 8:46

    table to build these applications rather

  250. 8:48

    quickly. So, this allows us to free up

  251. 8:50

    our time, so that we can focus on

  252. Applying AI Skills to Complex Questions

    Skill files embed SQL for opportunity close-date and ACV changes, helping users who do not know SQL ask questions of their data. Joyce says the same files also help his team build applications.

    Text in image
    Pillar 1: Scaling Analytical Capability Through AI
    
    THE BUILD
    > Develop specific AI skills for every team role
    
    THE APPLICATION
    > Designed specifically for harder, complex questions and applications.
    
    ## Block: Field History — Close Date Changes
    
    SELECT opportunityid, CAST(createddate AS DATE) AS change_date,
      oldvalue AS old_close_date, newvalue AS new_close_date
    FROM `analytics.salesforce_raw.opportunityfieldhistory`
    WHERE field = 'CloseDate'
    
    ## Block: Field History — ACV Changes
    
    SELECT opportunityid, createddate AS change_timestamp,
      SAFE_CAST(oldvalue AS FLOAT64) AS old_acv,
      SAFE_CAST(newvalue AS FLOAT64) AS new_acv,
      SAFE_CAST(newvalue AS FLOAT64) - SAFE_CAST(oldvalue AS FLOAT64) AS acv_delta
    FROM `analytics.salesforce_raw.opportunityfieldhistory`
    WHERE field = 'ACV__c'
    
    [SCALE IMPACT] One analyst can now serve exponentially more requests by managing the agent rather than writing the code.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  253. 8:52

    strategy and enablement.

  254. Automating Proactive Analysis

    Pre-processing segments by KPI and detecting trends supports a weekly summary for the go-to-market team. The synthetic example highlights progress toward goals, standouts and declines.

    Text in image
    Pillar 2: Automating Proactive Analysis
    
    Data Strategy
    > Pre-process every segment by KPI.
    
    Advanced Detection
    > Continuous trend/outlier detection to highlight winners and anomalies.
    
    Automated Deliverables
    > Weekly call-outs: quarter progress, identified risks, and key metrics.
    
    Summary
    Zone Alpha continues to carry the load at 114% QO pace and 111% Bookings pace, though QO volume dipped to 221 from 248. Zone Beta delivered the week's standout Bookings number at $21.3M (up from $15.2M), pacing 116% on Bookings but only 97% on QO — they need 224 QOs/week over the final 3 weeks to close the gap. Zone Gamma bounced back to 99 QOs (from 71) but remains under pace at 90% QO and 96% Bookings. Zone Delta is the clearest concern at 61% QO pace and 59% Bookings pace.
    
    Win rate is a broad headwind — Global at 16% QTD against a 23% target, with both Alpha and Beta sliding week-over-week. Zone Gamma is the bright spot at 31% this week. Twenty-one manager activity alerts fired this week as we enter the stretch run.
    
    Notable Trends — REGION SCORECARD
    
    Records — strongest QTD starts
    Day 76 · vs. next-best prior quarter
    Zone Alpha · Core — $116.8M (+15% vs next-best Q1)
    Zone Alpha · East — $4.7M (+11% vs next-best Mar)
    Zone Alpha · South — $15.2M (+8% vs next-best Q4)
    Zone Beta · Central — $10.6M (+2% vs next-best Q4)
    6 segments at record highs (top: Other $63.5M, Software $15.1M, Financial Services $9.4M)
    
    Standouts — accelerating momentum
    Multi-period growth signals
    Zone Beta · South COMM (QO ↑4q +880%)
    Zone Beta · East TERR (Bookings ↑4q +312% cooling)
    Tech & Services (Bookings ↑3q +176% cooling)
    Zone Alpha · NMD (Bookings ↑3q +68%)
    Zone Alpha · COMM (Bookings ↑4mo +47%)
    Public Sector (Bookings +12% QTD vs LQ)
    
    Watch — declines
    Reversals worth monitoring
    Zone Beta · South FLSM (QO -100%)
    Zone Alpha · TERR (QO -9%)
    Zone Gamma · MGD (Bookings -6% WoW)
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 2: AUTOMATION
  255. 8:57

    All right, for the second pillar, uh

  256. 8:59

    what I mentioned earlier, there's a

  257. 9:00

    story in the data and they really

  258. 9:02

    shouldn't have to search for it. Uh what

  259. 9:04

    I'm showing you here is synthetic data

  260. 9:06

    on the right. Uh we have a weekly

  261. 9:08

    summary that goes out, which highlights

  262. 9:10

    how the business is doing, how they're

  263. 9:12

    pacing to their goals, and then

  264. 9:14

    highlighting um trends, uh standouts, as

  265. 9:16

    well as watches.

  266. 9:18

    So,

  267. 9:20

    this uh we provide this information to

  268. 9:22

    the business, so they can, as you just

  269. 9:24

    like you can open your phone now uh on

  270. 9:26

    Gemini, if you have it, and you can see

  271. 9:27

    your notes for the day or the things

  272. 9:28

    that you need to do,

  273. 9:30

    giving that same level of information to

  274. 9:32

    the go-to-market team, so they can just

  275. 9:34

    go along their day, and if they do need

  276. 9:36

    to look at some of the reports or

  277. 9:37

    dashboards, they can to drill in, um but

  278. 9:40

    we bring the story to them.

  279. 9:42

    And I'll pull this together why I think

  280. 9:44

    this is really important. Um you know,

  281. 9:46

    of course there's a place for dashboards

  282. 9:48

    and standard information, but there's

  283. 9:50

    different level of adoption of the KPI

  284. Automating Proactive Analysis

    Pre-processing segments by KPI and detecting trends supports a weekly summary for the go-to-market team. The synthetic example highlights progress toward goals, standouts and declines.

    Text in image
    Pillar 2: Automating Proactive Analysis
    
    Data Strategy
    > Pre-process every segment by KPI.
    
    Advanced Detection
    > Continuous trend/outlier detection to highlight winners and anomalies.
    
    Automated Deliverables
    > Weekly call-outs: quarter progress, identified risks, and key metrics.
    
    Summary
    Zone Alpha continues to carry the load at 114% QO pace and 111% Bookings pace, though QO volume dipped to 221 from 248. Zone Beta delivered the week's standout Bookings number at $21.3M (up from $15.2M), pacing 116% on Bookings but only 97% on QO — they need 224 QOs/week over the final 3 weeks to close the gap. Zone Gamma bounced back to 99 QOs (from 71) but remains under pace at 90% QO and 96% Bookings. Zone Delta is the clearest concern at 61% QO pace and 59% Bookings pace.
    
    Win rate is a broad headwind — Global at 16% QTD against a 23% target, with both Alpha and Beta sliding week-over-week. Zone Gamma is the bright spot at 31% this week. Twenty-one manager activity alerts fired this week as we enter the stretch run.
    
    Notable Trends — REGION SCORECARD
    
    Records — strongest QTD starts
    Day 76 · vs. next-best prior quarter
    Zone Alpha · Core — $116.8M (+15% vs next-best Q1)
    Zone Alpha · East — $4.7M (+11% vs next-best Mar)
    Zone Alpha · South — $15.2M (+8% vs next-best Q4)
    Zone Beta · Central — $10.6M (+2% vs next-best Q4)
    6 segments at record highs (top: Other $63.5M, Software $15.1M, Financial Services $9.4M)
    
    Standouts — accelerating momentum
    Multi-period growth signals
    Zone Beta · South COMM (QO ↑4q +880%)
    Zone Beta · East TERR (Bookings ↑4q +312% cooling)
    Tech & Services (Bookings ↑3q +176% cooling)
    Zone Alpha · NMD (Bookings ↑3q +68%)
    Zone Alpha · COMM (Bookings ↑4mo +47%)
    Public Sector (Bookings +12% QTD vs LQ)
    
    Watch — declines
    Reversals worth monitoring
    Zone Beta · South FLSM (QO -100%)
    Zone Alpha · TERR (QO -9%)
    Zone Gamma · MGD (Bookings -6% WoW)
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 2: AUTOMATION
  285. 9:52

    metrics at any given company. You're

  286. 9:54

    going to have people who are love

  287. 9:56

    dashboards, people are never going to

  288. 9:57

    look at them. So, I think you really

  289. 9:59

    need to have a way to scaffold that

  290. 10:00

    across

  291. 10:01

    um

  292. 10:02

    the business. So, how do we do this

  293. 10:04

    automated analysis? So, a big part of

  294. 10:06

    this is simplifying the data so that the

  295. 10:08

    AI agents can actually um analyze the

  296. 10:11

    data in a very consistent and clean way.

  297. 10:14

    Here what we do is we transform the data

  298. 10:16

    by the

  299. 10:17

    dimension of time, also slice of the

  300. 10:20

    logical part of the business, which is

  301. 10:21

    manager, theater, and finally the

  302. 10:24

    metric. Here we have data uh that is

  303. 10:26

    wide. You could also go um from wide to

  304. 10:28

    long. Uh our trend information that I

  305. 10:30

    showed you, um

  306. 10:32

    uh that data is long, and then we do

  307. 10:34

    some pre-processing on that data um to

  308. 10:37

    then highlight trends. So, the the uh

  309. 10:40

    embedding of the logic of how you would

  310. 10:41

    filter this data to even analyze it, um

  311. 10:44

    as well as the logical um aggregations

  312. 10:47

    the business want to see is all

  313. 10:49

    engineered up front. This

  314. 10:51

    from my experience, this handles uh 80

  315. 10:54

    or plus percent of the requests is just

  316. 10:56

    getting information about the

  317. 10:58

    performance of the teams and how they're

  318. 10:59

    doing. You can always go down to the raw

  319. 11:01

    data, but this last uh pillar, which

  320. 11:03

    I'll go over in a minute, um allows them

  321. A Robust Multi-Agent Workflow

    A draft agent pulls data through MCPs, a reviewer checks it against the raw source, and a tone agent balances risks and opportunities. Each LLM call is observable, including its input and response.

    Text in image
    Infrastructure: A Robust Multi-Agent Workflow
    
    MCPs
    
    1. Draft Agent
    • MCP Integration / Structured Analysis
    • Calls MCPs, pulls pre-transformed data
    • Processes it further, and drafts daily structures.
    
    2. Reviewer Agent
    • Veracity Check / Anti-Hallucination
    • Cross-checks veracity against raw data source to aggressively catch and eliminate hallucinations.
    RAW DATA SOURCE
    
    3. Tone Agent
    • Multi-shot Prompting / Risk Balancer
    • Perfectly balances positive highlights with potential risks using multi-shot methodology.
    Pros
    Cons
    
    Robust Outputs
    
    THE SCALE ANGLE
    Trust + Repeatability =
    The ability to run the system entirely unattended.
    Observability
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // AI IN GTM
  322. 11:05

    to do that. To be able to orchestrate

  323. 11:07

    this uh effectively and be able to rely

  324. 11:09

    on it, we have a multi-agent workflow

  325. 11:11

    where we first get the data, and then we

  326. 11:13

    do a first pass draft on the data

  327. 11:16

    calling our MCPs,

  328. 11:18

    um and then this we have a second

  329. 11:19

    reviewer agent who checks the veracity

  330. 11:21

    of the data, and then we have a third um

  331. 11:24

    agent, which is a tone agent, who using

  332. 11:26

    a multi-shot prompt um is able to just

  333. 11:28

    craft the message and highlight the

  334. 11:30

    risks and opportunities

  335. 11:32

    um equally. And with every run, we have

  336. 11:34

    observability into each of the LLM

  337. 11:35

    calls, so we can see what is passed and

  338. 11:38

    what is the response that is going on

  339. 11:41

    there.

  340. 11:41

    And so, this architecture we tested for

  341. 11:45

    about 2-3 months and, you know, looking

  342. 11:47

    every single run to see what is going

  343. 11:49

    wrong. And this is the the model that we

  344. 11:52

    had set up that is really working for

  345. 11:54

    us. And we really hope to expand this

  346. 11:56

    beyond just what I've shown you for

  347. 11:58

    multiple teams, but also down to the

  348. 12:00

    customer level like I was just talking

  349. Pillar 3: The Pull Model — Creating an Agentic Workspace

    Cloudflare OS gives go-to-market teams a self-service workspace to request data when they need it. Joyce says each workspace gets its own compute and persistent environment.

    Text in image
    Pillar 3: The Pull Model — Creating an Agentic Workspace
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE
    
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    Claude 4.6 Sonnet
  350. 12:02

    to you about.

  351. 12:03

    The third part is the self-service

  352. 12:05

    model. And what I'm showing you here is

  353. 12:08

    our internal tool called Cloudflare OS,

  354. 12:11

    which is an agentic workspace that is

  355. 12:13

    running on Cloudflare where the

  356. 12:15

    go-to-market team can come in here. It

  357. 12:17

    spins up their own compute and their own

  358. 12:20

    persistent environment using Cloudflare

  359. 12:22

    workers as well as durable objects,

  360. 12:25

    which is basically a storage

  361. 12:27

    sort of like S3.

  362. 12:29

    And so, the sales people can come in

  363. 12:30

    here and get the data they need it when

  364. 12:33

    they need it.

  365. List of Use Cases

    Sales teams use the workspace for forecast briefs, decks, account plans, CRM questions, and renewal prep. Joyce describes reviewing customer usage to identify upsell and adoption opportunities.

    Text in image
    List of Use Cases
    
    01 Forecast Brief
    Automated generation of concise forecast summaries for sales leadership teams.
    
    02 QBR Deck Generation
    Creating data-driven Quarterly Business Review presentations at scale.
    
    03 Purchase Deck Generation
    Generating tailored pitch decks to facilitate the final purchasing decision process.
    
    04 Account Plan
    Generate a strategic account plan slide deck for a named Cloudflare customer.
    
    05 General CRM Queries
    Natural language interface for asking general questions on complex CRM data.
    
    06 Renewal Prep
    Close plan for deal given CRM data.
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE
  366. 12:36

    So, some use cases that these teams are

  367. 12:38

    using it for is doing a forecast brief,

  368. 12:40

    building QBR decks,

  369. 12:42

    building a purchase deck on what the

  370. 12:44

    customer that they're onboarding has

  371. 12:46

    purchased, doing account planning,

  372. 12:47

    general queries of the data,

  373. 12:50

    as well as renewal preparation. How are

  374. 12:52

    they going to look at what the customer

  375. 12:53

    has used and

  376. 12:55

    either upsell them or figure out how

  377. 12:57

    they can get them adopting their product

  378. 12:59

    more.

  379. Pillar 3: The Setup

    Cloudflare’s agent workspace connects AI inference through a gateway, loads curated skills and context, and accesses systems of record through an MCP portal. It also leads to deployed apps and agents.

    Text in image
    Pillar 3: The Setup
    
    Cloudflare’s agentic workspace
    CLOUDFLARE
    
    AI Inference
    Model optionality
    
    AI Gateway
    
    AI Agent Workspace
    Deployed or local harness
    
    Deployed Apps & Agents
    One-click environments
    
    Loads skills + context
    
    Content Library
    Curated context + skills
    Skills
    Content
    
    MCP Portal
    
    Systems of Record
    Transactional data
    Salesforce, Jira, Email, Radar
    
    Enriched by
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE
  380. 13:01

    So, just a little bit more into that

  381. 13:03

    Cloudflare S setup that I just showed

  382. 13:05

    you. The AI agent workspace is where

  383. 13:07

    that screen I was I was showing you. And

  384. 13:10

    through the the three-part

  385. 13:12

    piece of the skills in the lower left,

  386. 13:14

    which is our like expert

  387. 13:16

    level information,

  388. 13:18

    as well as the MCP connection and the AI

  389. 13:21

    gateway, they're able to have

  390. 13:23

    conversations in this agentic workspace

  391. 13:25

    to pull data they need and using

  392. 13:27

    expert-level skills, which is curated,

  393. 13:30

    um so that they're able to execute the

  394. 13:32

    jobs that they need to do when they need

  395. Skill Repository

    Requests from an email alias and expert workflows pass through triage into centrally managed skills for the agent workspace. Teams review them to limit skill proliferation.

    Text in image
    Skill Repository
    
    Investing in a central context layer
    
    Email Alias
    Magic inbox for work requests
    
    Expert Tasks
    Documented expert workflows
    
    Triage & Audit
    AI agent operators curate the work
    
    Skill Repo
    Curated skill files + context, centrally managed
    
    AI Agent Workspace
    Surfaced and ready-to-use in Cloudflare OS
    
    Defining the jobs-to-be-done as centrally managed skill files:
    1. Tap experts to document workflows and create skill files.
    2. Create a “magic inbox” email alias where everyone else can send work.
    3. Staff the inbox with AI agent operators who run it as a service.
    4. Collect and curate the use cases, convert to skill files.
    5. Everything is surfaced and ready-to-use in Cloudflare OS.
    
    CLOUDFLARE
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE
  396. 13:34

    to do it.

  397. 13:36

    And so, a little more information about

  398. 13:37

    the skill repository, uh we have a

  399. 13:39

    central alias where skills are presented

  400. 13:42

    uh to uh the central team, curated by

  401. 13:45

    the uh go-to-market team, as well as by

  402. 13:47

    operations team, and they're reviewed,

  403. 13:49

    so we can make sure that we're not

  404. 13:51

    having a proliferation of skills, and we

  405. 13:53

    have an expert-level knowledge skill at

  406. 13:55

    every level, so that they can really get

  407. 13:57

    all the information they need for how to

  408. 13:59

    approach uh any customer situation.

  409. Use Cases: Prescriptive Seller Plan

    The agent pulls data through MCP and reads context files while preparing a seller’s daily plan. The document pane is still empty.

    Text in image
    Use Cases
    
    Every seller starts their day with a prescriptive plan
    Sellers
    
    Interface text:
    Cloudflare OS
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    [illegible] SELECT Name, Amount, ACV__c, CFI_ACV__c, CloseDate, Stage...
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    14:03Demo milestone

  410. 14:04

    And so, just a few more uh um images

  411. 14:06

    here of uh them using it. Here, uh we

  412. 14:08

    have them building a prescriptive plan

  413. 14:11

    for their daily work. They're asking a

  414. 14:13

    question, it's their um you can see the

  415. 14:15

    agent is responding by looking into the

  416. 14:17

    MCP and starting to pull the data

  417. 14:18

    together.

  418. Use Cases: Custom Slide Decks

    For a customer call, a seller requests a deck for a retailer with physical locations and a large digital presence. The workspace shows a visual-style choice alongside a Cloudflare presentation cover.

    Text in image
    Use Cases
    
    Generate custom slide decks for each conversation
    Sellers
    
    Cloudflare Developer Platform for Retail
    
    I need a slide deck for a retailer who operates physical locations and has a large digital presence about how they should adopt Cloudflare's developer platform
    
    I need to ask you which visual style you'd like before I start creating slides.
    
    Questions 1 answered
    Which visual style would you like for this retail developer platform deck?
    Cloudflare Corporate Template (Recomme[illegible])
    
    CLOUDFLARE
    Accelerate retail innovation with Cloudflare
    Unify your physical and digital experiences on one global network
    1/8
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE
    
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    14:19Demo milestone

  419. 14:20

    And related to the QBR deck, uh here's a

  420. 14:23

    slide of generating a custom slide deck

  421. 14:26

    for a customer call.

  422. 14:29

    And so, this has really, I think,

  423. 14:30

    unlocked the ability of the go-to-market

  424. 14:32

    teams to be able to really have all

  425. 14:35

    their information uh serviced to them.

  426. Bringing it together

    Self-service lets reps pull data, pushed insights reach daily workflows, and operations scales ad-hoc analysis. Joyce argues that missing layers leave information stranded or create an operations bottleneck.

    Text in image
    Bringing it together
    
    Three Aspects to Scaling with AI
    Automate the analysis. Augment the humans.
    
    FOUNDATION
    Self-Service
    Reps query data & use AI skills to serve customers directly
    Pull Model
    SALES REPS
    
    DISTRIBUTION
    Scale Insight
    Analysis embedded into daily workflows
    Push Model
    OPS → REPS
    
    ACCELERATION
    Scale Analysis
    Handle ad-hoc, leadership-level inquiries at speed
    Ops Efficiency
    OPERATIONS
    
    WITHOUT SELF-SERVICE
    Ops – overloaded
    Insight
    Self-Service ×
    Every question funnels up → bottleneck at Ops
    
    WITHOUT INSIGHT PUSH
    Ops
    Insight ×
    Self-Service
    Analysis exists but doesn’t reach reps → disparate information
    
    FULL COVERAGE
    Ops
    Insight
    Self-Service
    Every layer serves its purpose → compounding leverage
  427. 14:39

    And so, bring it together with the three

  428. 14:40

    pillars that I talked about.

  429. 14:42

    Um

  430. 14:43

    if you really don't have all these, I

  431. 14:44

    think you have issues with serving the

  432. 14:46

    go-to-market needs uh in terms of uh

  433. 14:48

    using

  434. 14:49

    optimizing the use of Agentyc uh

  435. 14:51

    systems.

  436. 14:53

    With self-service, you allow them to be

  437. 14:54

    able to pull data when they need it for

  438. 14:56

    whatever situation they need it with the

  439. 14:57

    expert-level information.

  440. 14:59

    The the second is by pushing the uh the

  441. 15:02

    insights to the business, you're able to

  442. 15:04

    surface the generalized standardized

  443. 15:06

    information of how these teams are

  444. 15:08

    doing, and also um

  445. 15:11

    yeah, so so that there's no and also uh

  446. 15:13

    so they're aligning with source of truth

  447. 15:14

    on performance.

  448. 15:15

    Um and then, the the third one is the

  449. 15:18

    scaling of the analytical team for them

  450. 15:19

    to be able to answer queries and build

  451. 15:21

    applications for the teams, which really

  452. 15:23

    unlocks a lot um because the opportunity

  453. 15:26

    cost of that team being overloaded and

  454. 15:27

    being able to help is that the meet the

  455. 15:30

    needs of the go-to-market team um is not

  456. 15:32

    met.

  457. 15:34

    So, some findings um and the future.

  458. 15:37

    So,

  459. 15:38

    uh the first thing is skill curation is

  460. 15:40

    the basis for all of this agentic

  461. 15:42

    workforce. If you're able to embed the

  462. 15:44

    knowledge of the business into the skill

  463. 15:47

    files as well as the skills uh uh for

  464. 15:50

    the an analyst to be able to build uh

  465. 15:53

    answer questions or build applications

  466. 15:55

    as well as the skills that I showed you

  467. 15:56

    in the Cloudflare OS,

  468. 15:58

    you're really able to uh give them the

  469. 16:01

    ability to use the agentic systems in a

  470. 16:03

    more predictable and deterministic way

  471. 16:05

    so that they can execute um evenly

  472. 16:08

    across the board.

  473. 16:09

    The second thing is through this whole

  474. 16:11

    process, the feedback loop is very

  475. 16:13

    important. Just like uh a company would

  476. 16:16

    try to sell a product externally and get

  477. 16:18

    feedback, with these internal teams, uh

  478. 16:20

    the feedback loop is very important to

  479. 16:22

    be able to see is is what you're

  480. 16:24

    building is it actually useful? What are

  481. 16:25

    some issues that they're having? And how

  482. 16:27

    can you make this uh work more

  483. 16:29

    efficiently? And the third thing is the

  484. 16:31

    layering of those uh three pillars that

  485. 16:34

    I talked about. Being able to answer

  486. 16:36

    questions where the team comes to you,

  487. 16:38

    some of the go-to-market team, that's

  488. 16:40

    how they like to interface with the

  489. 16:41

    operations team is to be able to ask

  490. 16:42

    questions. Um and then the pushing of

  491. 16:45

    information and then

  492. 16:46

    self-serviceability. Through that,

  493. 16:47

    you're able to uh interweave all the

  494. 16:50

    needs of the team to be able to be met

  495. 16:53

    by this uh agentic run uh team. So,

  496. 16:56

    through all these uh

  497. 16:58

    different pillars that I talked about,

  498. 17:00

    we've really been able to 2x our

  499. 17:01

    efficiency and be able to serve the

  500. 17:03

    teams as well as allowing them to be

  501. 17:05

    able to get the information that they

  502. 17:07

    need to do their job.

  503. Findings and the future

    Joyce lists skill curation, feedback and layering as findings. He looks ahead to embedding QBR and renewal artifacts in meetings, tackling quoting and CRM updates, and aligning sources of truth across teams.

    Text in image
    Findings and the future...
    
    FINDINGS
    01. Skill curation is the basis
    02. Feedback Loop
    03. Layering
    
    THE FUTURE...
    Deeper Integration
    Harder Problems
    Standardization
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE
  504. 17:08

    And some some things um that I see going

  505. 17:10

    into the future. Number one is a deeper

  506. 17:12

    integration with uh

  507. 17:14

    our systems that we work in. So, for

  508. 17:16

    example, those QBR decks and um

  509. 17:20

    renewal call skills,

  510. 17:22

    uh how can we set up meetings for the

  511. 17:25

    go-to-market team and embed those

  512. 17:26

    artifacts in those meetings so they

  513. 17:29

    don't have to actually pull them. We can

  514. 17:31

    allow them to that self-service portal

  515. 17:33

    to be more ad hoc in what they need.

  516. 17:35

    But, that requires some information or

  517. 17:37

    some security setup and how can we do

  518. 17:39

    that? And then also, another example is

  519. 17:42

    getting meeting notes from those calls,

  520. 17:45

    which you have to set up that across the

  521. 17:47

    board. So, there's some system side

  522. 17:49

    thing that we have to work on there. The

  523. 17:51

    second thing is harder problems

  524. Findings and the future

    Joyce lists skill curation, feedback and layering as findings. He looks ahead to embedding QBR and renewal artifacts in meetings, tackling quoting and CRM updates, and aligning sources of truth across teams.

    Text in image
    Findings and the future...
    
    FINDINGS
    01. Skill curation is the basis
    02. Feedback Loop
    03. Layering
    
    THE FUTURE...
    Deeper Integration
    Harder Problems
    Standardization
    
    SYSTEM.GTM.AI // JUSTIN JOYCE // 2026-06-20 // PILLAR 3 // AGENTIC WORKSPACE
  525. 17:54

    around quoting and approvals and

  526. 17:57

    updating the CRM itself. Uh we use

  527. 18:00

    Salesforce and we're just in the midst

  528. 18:02

    of

  529. 18:04

    building the connections and the ability

  530. 18:05

    for us to update Salesforce with these

  531. 18:07

    Agenty systems. And I see that being um

  532. 18:11

    set up in a way that I set up with that

  533. 18:13

    automated analysis where you have

  534. 18:15

    workflows uh to just make sure that

  535. 18:17

    everything is getting um done right. And

  536. 18:20

    the second thing is we're sort of

  537. 18:21

    reached the Cambrian stage of using

  538. 18:23

    Agenty systems, which means there's an

  539. 18:25

    explosion of excitement and skills and

  540. 18:29

    finding out ways to solve anything with

  541. 18:31

    AI. But, I see as we get to this

  542. 18:35

    uh fuller integration and

  543. 18:36

    standardization, we're going to

  544. 18:38

    uh want to come back and and and not

  545. 18:41

    really limit, but just figure out a

  546. 18:43

    really strategic approach for allowing

  547. 18:45

    each team to use the Agenty system so

  548. 18:47

    that the source of truth in all the

  549. 18:48

    systems are aligning.

  550. 18:50

    All right. Well, thank you for joining

  551. 18:52

    this talk and I appreciate you,

  552. 18:54

    um you know, coming here. Hope you have

  553. 18:56

    a great conference.

  554. 18:57

    >> [applause]

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