(Your onboarding checklist for Day 0–1)
Getting started takes less than 2 minutes. Follow this checklist to connect your inbox, set up your preferences, and start saving time with Fyxer.
Step 1: Sign Up & Connect Your Tools
Go to fyxer.com → click Start Free Trial
Connect your Gmail or Outlook account
Connect your calendar (Google or Outlook) to unlock scheduling + notetaker
Approve access so Fyxer can:
Categorize emails
Draft replies
Suggest meeting times
Join meetings for notes (optional)
Fyxer never sends emails or books meetings without your review. Your data is never used to train external AI.
Step 2: Set Your Preferences
Go to the left-hand menu in your Fyxer AI dashboard and turn on features you want:
Categorization – auto-sorts inbox
Draft replies – pre-written in your tone
Follow-ups – reminders for unreplied emails
Scheduling – smart meeting times in replies
Meeting Notetaker – joins + summarizes meetings (optional)
Step 3: Go To Your Inbox
Gmail: look out for new labels
Outlook: look out for new folders + categories
Open your To Respond label/folder → start from here to make the most of Fyxer’s sorting
Step 4: Review Your First Drafts
Open your Drafts folder
Check the first Fyxer-generated reply
Edit tone if needed → then click send
Each edit improves future drafts
Step 5: Try the Meeting Notetaker
Schedule a Zoom, Teams, or Google Meet
Make sure Fyxer is set to join (in the Meetings tab)
After the call you’ll get:
A summary email
A draft follow-up, ready to send
Step 6: Invite Your Team (Optional)
Go to the Team tab → click Invite Member
Assign role: Admin or Member
Using a company domain? Enable auto-invite for anyone with the same domain
Step 7: You’re All Set
From now on, expect to see:
A cleaner, sorted inbox
Reply drafts ready to review
Meeting summaries straight to your inbox
Smart scheduling and booking links
💡 Tip: Bookmark this article as your Day 0–1 checklist. It’s everything you need to get value from Fyxer in your first week.