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Setup checklist

Steps to connect Fyxer and get up and running in under ten minutes.

1

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.

Learn more: Check if Fyxer works with your setup.

Email and calendar are connected separately – make sure you do both.

2

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

  • Set up your email signature

  • 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.

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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.

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Step 4: check your inbox

Fyxer organizes your 300 most recent emails so you see results right away.

  • Gmail: new labels appear in your sidebar

  • Outlook: new folders and categories appear

Start each morning in your To do/To respond folder – it shows what matters first.

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Step 5: review your first drafts

Fyxer drafts replies for emails requiring a response in your To do or To respond category, depending on your setup. Find them under Drafts in your inbox or attached to any To do/To respond 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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