# Fyxer for relationship managers ### Built for relationship-driven work Relationship managers don't just send a lot of email. They send email that matters. Clients notice when they don't hear back. Stakeholders judge responsiveness. Prospects go cold. This workflow shows how to set Fyxer up for a high-volume, relationship-driven inbox, keeping you free for high-impact work. *** ### What you'll achieve With this workflow, you can: * Start every day knowing exactly which emails need a response and which don't * Draft replies that reflect the right tone for each relationship * Build a weekly rhythm that keeps your inbox from running your day * Spend less time in email and more time on the work that moves accounts forward *** ### When to use this workflow Use this workflow when: * You're managing a portfolio of active clients or partners * Your inbox mixes urgent client requests with noise that can wait * You need to stay responsive across multiple time zones or regions * You find yourself replying to low-value emails at the expense of high-value ones *** ### Customer insight Cheryl, a regional partnerships manager, manages an active client portfolio across multiple regions, with anywhere from 200 to 600 emails landing on any given day. She estimates **Fyxer gives her back around two days a week**, not by doing less, but by doing the right things: > "Something that used to be a time vampire is now something I can readily manage...My day is full, but it's more full of high-value, high-impact work rather than low-value, busy work." *** ### Step-by-step workflow {% stepper %} {% step %} #### Step 1: set your Custom tone as a client communication brief How you come across matters. The Custom tone box is where you tell Fyxer exactly how you communicate. To set yours, go to [Dashboard](https://app.fyxer.com/) → Drafts → General → Custom tone and select **Enable custom instructions**. Rather than generic instructions, think of this as your personal communication brief. Cheryl describes it as her "voice branding": > "I thought about this as my brand, my voice branding...my role, what I prefer in terms of structure, prioritizing any actions, and for specific people, how sharp I need to be." Practical instructions to include: * Your preferred email structure (e.g. bottom line up front, context to follow) * Specific rules for key contacts or domains (e.g. "When replying to \[name], be especially concise") * What to avoid (e.g. "Never commit to pricing, timelines, or deliverables") {% endstep %} {% step %} #### Step 2: let Fyxer sort the noise, then check each category intentionally High-volume inboxes need structure, not just speed. Rather than checking everything constantly, build a deliberate cadence for each category. Cheryl's approach: check the categories that need daily attention first thing, and review others at set points in the week, not reactively, but by design. This turns inbox management from a continuous drain into a contained, predictable task. The principle: not every category deserves the same frequency. Emails that need a reply get daily attention. Updates, notifications, and marketing get a weekly time slot. Take this a step further by only having the categories that require daily attention show up in your inbox. Go to [Dashboard](https://app.fyxer.com/) → Categorization and move categories in and out of your inbox to suit your workflow. Learn more: [**Fyxer email categorization handbook**.](https://support.fyxer.com/en/articles/13107658-fyxer-email-categorization-handbook) {% endstep %} {% step %} #### Step 3: use follow-up drafts to stay on top of your portfolio In relationship management, a missed follow-up is a missed signal. Fyxer can automatically generate a follow-up draft when a reply hasn't arrived within a timeframe you set. Go to [Dashboard](https://app.fyxer.com/) → Drafts → General → select **Enable follow-up drafts** and set your preferred timeframe. Cheryl runs a three-day follow-up cycle: long enough not to feel pushy, short enough to keep things moving. {% endstep %} {% step %} #### Step 4: build a weekly draft review into your schedule Once a week, go through your unreviewed drafts. Look for anything that didn't get sent, anything that needs a second read, or anything where the context has changed since Fyxer generated it. Cheryl does this in a weekly slot every Friday. She sets draft expiry to seven days so anything she hasn't actioned by the end of the week clears itself out automatically. Go to [Dashboard](https://app.fyxer.com/) → Drafts → General → Drafts settings and choose when unused drafts should be deleted. The weekly review also catches anything that slipped during a busy period: a reply you started but didn't send, a follow-up that was generated but not reviewed. Book in a recurring meeting so you can be confident nothing gets missed. {% endstep %} {% step %} #### Step 5: use Fyxer Chat to prepare for client conversations Before a call with a client you haven't spoken to in a while, go to Fyxer Chat and ask it for a summary of recent interactions. It has access to your email history and meeting notes, so it can surface what was last discussed, what was agreed, and what's still outstanding. Go to [Dashboard](https://app.fyxer.com/) → Chat → and use the prompt window to ask about the client or account by name. You can also set up meeting pre-reads, so a summary of the last call shows up in your inbox 15 minutes before the call. Learn more: [**Meeting pre-reads**.](https://support.fyxer.com/en/articles/11785094-meeting-pre-reads) {% endstep %} {% endstepper %} *** ### Power user tips **Treat Custom tone as a living document**\ Your communication style evolves. Revisit your tone instructions every few months and refine based on what you've noticed the drafts getting right, and wrong. **Connect Notetaker to client meetings**\ Every client call captured in Fyxer feeds into your draft context. The more meeting history Fyxer has, the more informed your replies. Cheryl uses Fyxer for internal meetings specifically to keep her draft context current. **Be intentional about what you action**\ The goal isn't inbox zero. It's knowing with confidence that nothing important has been missed. Once you've reviewed something and it doesn't need action, mark it done and move on. *** ### Common mistakes to avoid **Treating all emails as equally urgent**\ Not everything in your inbox needs a same-day response. Setting a deliberate cadence for different categories means fewer distractions and more focus on what matters most. **Writing Custom tone instructions that are too generic**\ The more specific your instructions, the less you'll need to edit. **Leaving Notetaker out of client calls**\ Meeting context directly improves draft quality. If Fyxer knows what was discussed, agreed, and promised, it writes better follow-ups. Use Notetaker consistently and your drafts get better automatically. *** ### Result: a full day that feels different Relationship management is high-stakes communication at volume. Fyxer doesn't reduce the volume, but it resets the focus. As Cheryl puts it: the day is still full. It's just full of the right things. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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