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Documentation Index

Fetch the complete documentation index at: https://docs.trailercast.io/llms.txt

Use this file to discover all available pages before exploring further.

Find them at: Settings → Integrations
You only need to connect what you’ll actively use. Each integration is OAuth-based, you grant permission once and can revoke any time from the same screen.

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Calendar

Google Calendar

Connect via Google OAuth. Read-only access to your event list.

Microsoft 365 Calendar

Connect via Microsoft OAuth. Read-only access to your event list.

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Calendar setup

1

Click Connect

OAuth flow opens in a new tab. Sign in and grant permission.
2

Toggle auto-scheduling on

By default, the auto-scheduler looks for meetings whose title contains “demo” or “trailercast”. You can edit the keyword list.
3

Bots schedule themselves

Every 10 minutes the system polls your upcoming calendar and schedules recording bots on matching events. View scheduled bots in Calls → Upcoming.
Bots that join meetings are visible to all attendees as a participant, meetings are explicitly recorded with attendee awareness, never silently. We use Recall.ai for the bot infrastructure.

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Slack

Pipes notifications to a channel of your choice when:
  • A prospect replies to a trailer or Buyer Space
  • A high-stakes Space gets viewed by a new participant
  • A teammate @mentions you in a comment
Connect via OAuth, pick the destination channel, done.

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Microsoft Teams

Same as Slack but for Teams workspaces.

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Salesforce / HubSpot

Sync deals + contacts so trailers and Buyer Spaces tie to opportunities in your CRM.
Both CRM integrations are in preview. Bidirectional sync (TrailerCast → CRM) is the next milestone. Today’s integration is read-mostly: pull contacts, link demos to deal records.

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What gets synced

  • Contacts, pull contact records to attach to demos and Spaces
  • Deals / Opportunities, link trailers to specific deal records
  • Activity, when a prospect engages with a trailer, log it on the deal timeline

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What’s NOT integrated yet

  • Outlook (planned)
  • Zoom Direct (planned, today’s flow uses Recall.ai which works with Zoom but isn’t a first-class native integration)
  • Outreach / Salesloft (planned)
If a missing integration is a blocker, email us, these get prioritized by customer demand.