Your Setup Checklist
Most users are fully set up in under ten minutes. This guide explains what happens at each step and what to expect when you're done.
Step 1: Connect Your Tools
Sign in with your Gmail or Outlook account. Fyxer connects 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)
Fyxer never sends emails or books meetings without your review.
Once connected, you can start using Fyxer immediately.
→ Check if Fyxer works with your setup → Connecting Outlook to Fyxer - what to do if Microsoft asks for admin approval → Using Fyxer with Outlook: How folders and categories map in Outlook
Step 2: Review Your Dashboard
Your Fyxer Dashboard is your control center. Spend about 5 minutes here to:
Confirm your connected accounts
Adjust categorization and draft settings
Explore Fyxer Chat, Add Files, and Meeting Notetaker
Bookmark app.fyxer.com for quick access
Step 3: Customize Email Categories
Your inbox populates with Fyxer's 8 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.
Learn more → Categorization settings explained
Step 5: Review Your First Drafts
Fyxer drafts replies for emails in your To Respond category. Find them under Drafts in your inbox or attached to any 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 full thread context
Make sure Conversation View is turned on. This keeps your emails grouped by thread and helps Fyxer generate more accurate drafts by understanding the full context of each conversation.
Learn more → Turn on Conversation View
You’re All Set
Fyxer now runs in the background. From here:
Key Features → See what Fyxer can do
Getting Value Fast → Build habits that save time
Support & Learning Resources → Find tutorials and help
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