# Setup checklist

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* [Step 1: connect your tools](#step-1-connect-your-tools)
* [Step 2: review your Dashboard](#step-2-review-your-dashboard)
* [Step 3: customize email categories](#step-3-customize-email-categories)
* [Step 4: check your inbox](#step-4-check-your-inbox)
* [Step 5: review your first drafts](#step-5-review-your-first-drafts)
  {% endhint %}

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### Step 1: connect your tools

Go to [**Dashboard**](https://app.fyxer.com/) → **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](https://support.fyxer.com/en/articles/11661658-check-if-fyxer-supports-your-setup).

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**Email and calendar are connected separately** – make sure you do both.
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### Step 2: review your Dashboard

Your [**Dashboard**](https://app.fyxer.com) 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](https://support.fyxer.com/en/articles/10090669-email-signatures-setup-and-troubleshooting)
* Explore Fyxer Chat, custom files, and the meeting Notetaker

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Bookmark [app.fyxer.com](https://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](/get-started/dashboard-tour.md).

**Learn more →**  [Fyxer email categorization handbook](https://support.fyxer.com/en/articles/13107658-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** folder – it shows what matters first.

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### 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](https://support.fyxer.com/en/articles/11562904-turn-on-conversation-view).
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***

### Next up

Fyxer works with Gmail and Outlook. Choose yours to get started.<br>

* Next: [**Using Fyxer with Gmail**](/get-started/using-fyxer-with-gmail.md) or [**Using Fyxer with Outlook**](/get-started/using-fyxer-with-outlook.md)


---

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