Your 7 day onboarding checklist: what to do
How to get the most out of Fyxer in your first week.
Fyxer is up and running in minutes. This checklist takes you through the first 7 days, one step at a time, so you're getting full value by the end of the week.
Day 0: setup essentials
Connect Gmail/Outlook
Connect your calendar (scheduling and Notetaker won't work without this)
Approve permissions so Fyxer can categorize, draft, and schedule
Go to Dashboard → Categorization → General and decide which categories should stay in your inbox or move directly into folders
Day 1: first wins in your inbox
Fyxer has automatically organized your inbox – start the day ready to respond
Send your first draft reply from To do or To respond, depending on your setup
Quick win: Work only from only To do or To respond today. Your Fyxer-generated drafts are ready to send, so you should save 30–60 minutes.
Day 2: training the AI
Edit drafts instead of deleting them. This teaches Fyxer your tone
Set up custom rules and relabel any borderline emails as To do or FYI to reinforce priorities
Upload reference documents for sharper drafts
Adjust your custom tone: add preferred greetings, tone, or phrases you don't like
Refine your draft reply settings to customize how often drafts appear
Day 3: Notetaker
Invite Notetaker to a meeting
Review the summary, transcript, and action items in your Dashboard
Try the meeting pre-reads feature for an upcoming call
Day 4: smarter scheduling
Set up your personal scheduling link to give others a simple way to schedule time with you
Reply to a meeting request and watch Fyxer insert your availability into a draft automatically
Day 5: build new habits
Start your day in To do or To respond
End your day by clearing follow-up drafts in to follow up – no more forgotten threads
Day 6: try Chat
Search for info: Ask Chat about a topic covered in your one of your recent emails or documents you uploaded (e.g., "What did [client name] ask for on Monday?")
Draft from scratch: Ask Chat to draft you a new email from scratch. Fyxer will generate the draft and drop it straight into your drafts folder
Learn more: Using Fyxer Chat for search, answers, and drafts.
Day 7: review and adjust
Revisit your Dashboard settings and tweak categorization, draft, and scheduling rules
If drafts aren't quite right, edit them. Fyxer learns fast from your corrections
Upload any relevant files and adjust your custom tone to sharpen future drafts
Reminder: Fyxer never sends without your review – you're always in control.
By the end of week one, you will:
Save an hour or more per day
Always know what needs your response
Have reliable drafts, calendar links, and meeting notes ready
Trust that nothing important slips through the cracks
Still have questions?
Head to the chat in the bottom right of your Dashboard.