Setup checklist
Steps to connect Fyxer and get up and running in under ten minutes.
Step 1: connect your tools
Go to Dashboard → Settings → Integrations and sign in with your Gmail or Outlook account. Connect Fyxer securely to your email and calendar so it can:
Organize your inbox
Suggest meeting times and send scheduling links
Join meetings to capture summaries (optional)
Once connected, you can start using Fyxer immediately. You stay in control: Fyxer never sends emails or books meetings without your review.
Check if Fyxer works with your setup.
Email and calendar are connected separately – make sure you do both.
Step 2: review your Dashboard
Your Dashboard is your control center. Spend 5 minutes here to:
Confirm your connected accounts from Settings → Integrations
Adjust categorization and draft settings
Explore Fyxer Chat, custom files, and the meeting Notetaker
Bookmark app.fyxer.com for quick access. You can also log in using the Dashboard link top right of the Learning Hub.
Step 3: customize email categories
Your inbox populates with Fyxer's smart categories. Decide which ones stay visible in your inbox and which get filed automatically.
This one-time setup keeps your inbox clear every day. We'll come onto this in more detail in the Dashboard tour.
Learn more → Fyxer email categorization handbook.
Step 5: review your first drafts
Fyxer drafts replies for emails in your To do category requiring a response. Find them under Drafts in your inbox or attached to any To do email.
To make drafts more accurate:
Edit lightly instead of rewriting – Fyxer learns your tone faster this way
Turn on conversation view so drafts include context from the full thread
Learn more → Turn on conversation view.
Next up
Fyxer works with Gmail and Outlook. Choose yours to get started.
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