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shane brady

Software integrations.

We build AI systems that sit on top of the software you already use. No ripping and replacing, just adding the AI layer where it matters.

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Airtable AI Integration | Enrichment and Bulk Ops

AI for Airtable: record enrichment, auto-categorization, bulk updates, custom agents. $3-10K setup. Ongoing retainer $1.5-4K/month.

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Asana AI Integration | Automate Tasks, Status, Briefs

AI automations for Asana: task routing, status roll-ups, project briefs. Built by a Canadian consultant. $3-10K setup, you own the build.

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Content, Subject Lines & Growth

Scale your beehiiv newsletter with AI-driven content generation, subject line optimization, and growth experiments. Built by Shane Brady.

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Routing, Prep & Follow-up

Automate Cal.com meeting prep, smart routing, and follow-up with custom AI agents. Open-source friendly. Built by Shane Brady.

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Meeting Prep, Follow-up & Routing

Automate Calendly meeting prep, follow-ups, and smart routing with custom AI agents. Built for service businesses by Shane Brady.

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ClickUp AI Integration | Task, Doc, Automation Agents

Custom AI on top of ClickUp: auto-task creation, doc drafting, smarter automations. $3-10K setup, retained under $4K/month.

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Clio AI Integration for Law Firms

Add AI to Clio to triage intake, automate documents, and speed up billing. Custom integration for small law firms in Canada and the US.

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Email Drafting & Segmentation

Speed up ConvertKit (Kit) newsletter drafting, segmentation, and subscriber automations with custom AI agents. Built by Shane Brady.

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Dentrix AI Integration for Dental Practices

Add AI to Dentrix to cut no-shows, verify insurance faster, and book new patients 24/7. Custom integration for dental practices in Canada and the US.

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Gmail AI Integration | Inbox Triage and Drafts

Custom Gmail AI: inbox triage, draft replies, auto-categorization, CRM sync. $3-10K setup. Built for SMB owner-operators.

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Lead Scoring, Email & CRM Automation

Shane Brady wires custom AI into HubSpot: lead scoring, email personalization, auto-enrichment, and agent-based workflows. Canadian and US SMBs.

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Intake, Reminders & Reactivation

Automate Jane App intake, appointment reminders, and patient reactivation with custom AI agents. Built for health clinics by Shane Brady.

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Jobber AI Integration for Small Trades

Connect AI to Jobber to book jobs 24/7, chase unsold quotes, and automate review requests. Custom builds for trades businesses in Canada and the US.

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Flows, Segments & Abandoned Cart

Unlock Klaviyo revenue with AI-powered flows, personalized segments, and smarter abandoned cart sequences. Custom builds by Shane Brady.

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Subject Lines, Send Times & Segments

Boost Mailchimp open rates and revenue with AI-driven subject lines, send time optimization, and personalized segments. Built by Shane Brady.

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Microsoft Teams AI | Copilot Plus Custom Agents

Custom AI for Microsoft Teams beyond Copilot: meeting summaries, workflow bots, cross-system agents. $3-10K build, retained monthly.

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Mindbody AI Integration for Studios and Spas

Connect AI to Mindbody to automate booking, reactivate lapsed clients, and get more reviews. Custom builds for gyms, spas, and salons.

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Status Summaries, Task Automation

Shane Brady builds AI on top of Monday.com: status rollups, meeting briefs, task automation, and cross-project agents for SMBs.

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Notion AI Integration | Knowledge Q&A and Doc Agents

Custom Notion AI: knowledge base Q&A, doc generation, cross-workspace search. $3-10K setup. You own the build and data stays yours.

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Outlook AI Integration | Copilot and Custom Agents

AI for Outlook: custom drafting, meeting prep, inbox triage, CRM sync beyond Copilot. $3-10K setup. You own the build.

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Deal Scoring, Email Drafts, Automation

Shane Brady wires AI into Pipedrive: smart deal scoring, activity suggestions, email drafting, and sales workflow automation for SMB teams.

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Bookkeeping & Invoice Reminders

Automate QuickBooks bookkeeping, expense categorization, and invoice reminders with custom AI agents. Built for SMBs by Shane Brady.

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Beyond Einstein, Custom Agents

Shane Brady builds custom AI on top of Salesforce: lead scoring, next-best-action, case deflection, and Claude or GPT agents. SMB and mid-market.

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ServiceTitan AI Integration for HVAC, Plumbing, Electrical

Add AI to ServiceTitan to automate dispatch, quote follow-up, and after-hours booking. Custom builds for home service contractors in Canada and the US.

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Shopify AI Integration | CS, Content, Cart Recovery

Custom AI for Shopify: product content, cart recovery, CS deflection, review summaries. $3-10K build. Typical payback in 60-90 days.

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Slack AI Integration | Bots, Recaps, and Agents

Custom Slack AI agents: meeting recaps, thread summaries, workflow bots. Built for SMBs. $3-10K setup, $1.5-4K/month retainer.

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Square AI Integration for Retail and Restaurants

Add AI to Square to automate loyalty, request reviews, and run smart customer comms. Custom builds for retail, food service, and service businesses.

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Billing, Fraud & Revenue Reporting

Connect Stripe to AI agents for fraud detection, billing automation, and live revenue reporting. Built for SMBs by Shane Brady.

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WooCommerce AI Integration | Content, CS, Cart Recovery

Custom AI for WooCommerce stores: product content, CS automation, abandoned cart. Built on Claude and n8n. $3-10K setup.

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Reconciliation, Bookkeeping & Client Comms

Automate Xero bookkeeping, bank reconciliation, and client communications with custom AI agents. Built for SMBs and accountants by Shane Brady.