East Bay CXO Community · Teqfocus
Building the GTM Agentic Workflow
Every vendor has an agent. Almost nobody can explain the stack underneath one. A working teardown of context, orchestration, action, trust, and evals — then a SimpleTest.ai demo.
Host & Moderator
Andy Singh
Founder & CEO · Teqfocus
- Date
- August 20, 2026
- Time
- 5:00 PM – 7:00 PM PDT
- Venue
- Patelco Credit Union Dublin3 Park Pl, Dublin, CA 94568
- Format
- In-person
This session took place on August 20, 2026.
The briefing
A working teardown, not a keynote.
Connect. Exchange. Elevate. An initiative by Teqfocus. Join fellow CXOs, VPs, and technical leaders from the East Bay for a peer-driven teardown — not a keynote.
Every vendor now has an agent. The demos all end at “the agent did the thing.” The hard part is everything below that line: the technology layers a team has to stand up before an agent can do real work in production without breaking trust, blowing a budget, or failing an audit.
We take one concrete go-to-market workflow — an agent that researches an account, engages a buyer, and advances an opportunity — and trace it through the five layers every enterprise agentic workflow runs on. At each layer: what it is, what it connects to, and where it breaks.
Who this is for
CIOs, VPs of Engineering, Heads of Platform, enterprise architects, and technical GTM leaders who are past the demo and thinking about production.
What you leave with
A reference architecture you can whiteboard on Monday, and a clear answer to the question that stalls these projects: which layer do we build first?
Reference architecture
Five layers every enterprise agent runs on.
At each layer: what it is, what it connects to, and where it breaks. Trust & authorization is the layer most production plans are weakest on — build it first, not last.
- 01
Context
The data, retrieval, and memory the agent reasons over.
Connects toSalesforce Data 360, Snowflake, Databricks
Breaks whenThe CRM is stale, and the agent produces confident garbage at scale.
- 02
Orchestration
Planning, multi-step control, and agent-to-agent handoffs.
Connects toLangGraph, CrewAI, Agentforce 360, Copilot Studio
Breaks whenA goal turns into a loop nobody can see.
- 03
Action
How the agent actually does things: connectors and APIs into CRM, ERP, and email.
Connects toMCP, AgentExchange, native APIs
Breaks whenAn untrusted input flows straight into a real transaction.
- 04
Trust & Authorization
Identity, guardrails, and the policy layer that bounds what the agent may do. Build this first, not last.
Connects toOkta, SailPoint, agent identity and short-lived tokens
Breaks whenThe agent runs on a borrowed human login and no one can prove who authorized what.
- 05
Observability & Evals
How you know it worked, catch drift, and stay auditable.
Connects toLangSmith, Arize, Datadog, Agent Fabric
Breaks whenIt’s an afterthought, and the first failure is invisible until it’s expensive.
Agenda
Two hours. One workflow. Then the room.
5:00 PM
Check-in & networking
Grab a drink, meet fellow tech leaders, and settle in.
5:30 PM
Welcome remarks
Kickoff by Jas Kaur. Overview of the meetup series and today’s theme.
5:45 PM
Working teardown
Building the GTM Agentic Workflow: the five technology layers that make it real — context, orchestration, action, trust, and evals.
6:15 PM
Panel & SimpleTest.ai demo
Practitioner panel with Rahul Juneja, Mohit Dhamija, and Sunny Bedi, plus a SimpleTest.ai product demo on Salesforce quality gates.
6:30 PM
Open networking
Continue the conversation over snacks and drinks. Exchange ideas, contacts, and next steps.
Speakers
Operators, not a slide deck.
Andy Singh
Host & Moderator · Founder & CEO
Teqfocus
Seasoned technology and business leader helping enterprises translate AI, data, and platform investments into operational outcomes, with a focus on CX, GTM transformation, and execution at scale.
Rahul Juneja
Head of AI — Agentic Product & Platform
Epicor
Previously Group Vice President at PowerSchool. MIT Sloan MBA. Argues the gap between AI ambition and outcomes is almost always an execution problem, not a technology problem.
Mohit Dhamija
Head of GTM Systems
Altera
20+ years building GTM systems. Former Head of Business Applications (GTM) at Uber, nearly a decade at TIBCO, and a seat on Salesforce’s Sales Cloud Customer Advisory Board. Now leads GTM Systems at Altera, Intel’s programmable solutions spinout.
Sunny Bedi
Founder and CEO
Whirl AI
Former CIO and CDO at Snowflake and 12 years leading IT and operations at NVIDIA. Board member at GitLab. Helps enterprise IT teams understand and transform core systems.
Hosts
East Bay CXO Meetup
A Teqfocus-led network of CXOs, VPs, and tech leaders — peer connection, no fluff.
Andy Singh
Host & Moderator
Founder & CEO · Teqfocus
Seasoned technology and business leader helping enterprises translate AI, data, and platform investments into operational outcomes, with a focus on CX, GTM transformation, and execution at scale.
Jas Kaur
Host · Welcome remarks
Avi Kumar
Host
Vinod Nair
Host
Ruchi Saxena
Host
Vishnu Datla
SimpleTest.ai founder · inviting
SimpleTest.ai
Venue
East Bay, in the room.
Patelco Credit Union Dublin
3 Park Pl
3 Park Pl, Dublin, CA 94568
In-person · 5:00 PM – 7:00 PM PDT
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