> For the complete documentation index, see [llms.txt](https://docs.fyxer.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fyxer.com/get-started/checklist.md).

# Get started checklist

Your Fyxer get started checklist: check your connections, clear a priority, review a draft, and more.

{% hint style="success" %}

* [Check your connections](#check-your-connections)
* [Clear an action item](#clear-an-action-item)
* [Review a draft](#review-a-draft)
* [Choose what stays in your inbox](#choose-what-stays-in-your-inbox)
* [Set up Notetaker](#set-up-notetaker)
* [Ask Chat a question](#ask-chat-a-question)
* [Bring Fyxer into Slack or Microsoft Teams](#bring-fyxer-into-slack-or-microsoft-teams)
* [Turn on your Fyxer briefing](#turn-on-your-fyxer-briefing)
  {% endhint %}

### Simple first steps

This checklist will show you Fyxer at work, and help you get up to speed with its main features.

Fyxer starts learning about your work as soon as you connect. But it won't have the full picture right away, so some early suggestions may miss the mark.

That's normal. Every draft you edit and every label you correct help it learn what matters to you.

{% stepper %}
{% step %}

#### Check your connections

Fyxer works best with both your email and calendar connected. They connect separately, so make sure you've done both.

Go to [Dashboard](https://app.fyxer.com/) → Settings → Integrations and check that both show as connected.
{% endstep %}

{% step %}

#### Clear an action item

Open your [Dashboard](https://app.fyxer.com/) and pick an action from **Top priorities**. Select it to see the thread or meeting behind it. Once you've dealt with it, mark it as done.

If something isn't relevant, delete it.
{% endstep %}

{% step %}

#### Review a draft

Fyxer drafts replies for emails labeled **To respond** (or To do, depending on your setup). Open one in your inbox, give the draft a light edit, and send it.

Light edits teach Fyxer your tone faster than full rewrites.

No drafts yet? Fyxer is waiting for an email that needs a reply. They'll appear as new emails come in.

{% hint style="info" %}
Turn on **conversation view** so Fyxer can read the full thread. Learn more: [**Turn on conversation view.**](https://support.fyxer.com/article/turn-on-conversation-view)
{% endhint %}
{% endstep %}

{% step %}

#### Choose what stays in your inbox

Go to [Dashboard](https://app.fyxer.com/) → Settings → Categories and decide which categories stay visible in your inbox and which get filed away.

Learn more: [**Fyxer email categorization handbook**.](https://support.fyxer.com/article/fyxer-email-categorization-handbook)
{% endstep %}

{% step %}

#### Set up Notetaker

Go to [Dashboard](https://app.fyxer.com/) → Notetaker and check which upcoming meetings Notetaker will join. Select the gear icon to change which meetings it joins.

Have an in-person meeting coming up? Select **Record meeting** to capture it.
{% endstep %}

{% step %}

#### Ask Chat a question

Go to [Dashboard](https://app.fyxer.com/) → Chat and ask Fyxer something about your work. Try:

* "Which emails need a reply from me today?"
* "Summarize my last meeting with \[name]"
* "Find the email where \[name] sent the proposal"

Chat answers from what Fyxer has learned so far, so questions about recent emails and meetings work best at first.
{% endstep %}

{% step %}

#### Bring Fyxer into Slack or Microsoft Teams

Fyxer can work alongside the tools you already use. Go to [Dashboard](https://app.fyxer.com/) → Settings → Integrations and connect Slack or Microsoft Teams.

Once connected, mention @fyxer in a message to ask about your inbox, calendar, or meetings, without leaving the conversation.

Learn more: [**Find anything, wherever it was said.**](https://app.gitbook.com/s/Qw8dD7zhmYjhngY9WCfZ/fyxer-in-practice/workflows-by-use-case/find-anything-wherever-it-was-said)

You can also connect other tools in Integrations, like HubSpot, Zoom, and Claude.
{% endstep %}

{% step %}

#### Turn on your Fyxer briefing

Flows let Fyxer handle routine work for you. The quickest one to try is the **Fyxer Briefing**, which sends you a summary of what's outstanding each morning.

Go to [Dashboard](https://app.fyxer.com/) → Flows, select **Fyxer Briefing**, then select **Activate Flow**. It lands in your inbox on a schedule you choose, and you can reply to the email to chat with Fyxer about it.

Learn more: [**Set up Fyxer Flows**.](https://fyxer.support.site/article/set-up-fyxer-flows)
{% endstep %}
{% endstepper %}

***

### Next up

See what Fyxer looks like in your inbox, and the settings that help it work best.<br>

* Next: [**Fyxer in your inbox**](/get-started/fyxer-in-your-inbox.md)


---

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