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Set up Fyxer in 2 minutes (Inbox + Calendar)

Updated over a week ago

Follow these steps to connect your inbox and calendar, set your inbox preferences, and start using Fyxer for email, scheduling, and meeting notes.



Step 1: Connect Your Inbox and Calendar

  1. Go to fyxer.comStart Free Trial (or open the Fyxer Dashboard if you already have an account)

  2. Connect your Gmail or Outlook inbox

  3. Connect your Google or Outlook calendar to enable scheduling features and the Meeting Notetaker

  4. Approve permissions so Fyxer can:

    • Categorize your emails

    • Draft replies

    • Suggest meeting times

    • Join meetings (optional)

Alternative path:
You can also connect your inbox and calendar under:
Dashboard → Settings → Integrations

Trouble connecting Outlook? If Microsoft displays an "Admin approval required" message, read this article to learn what to do.


Step 2: Set Up Your Inbox Categorization

  1. In your dashboard, go to Categorization Settings

  2. For each category, choose how it behaves:

    • Checked - Emails skip your inbox and go to their folder/label

    • Unchecked - Emails stay visible in your inbox and receive a label

These settings determine how much Fyxer filters for you.



Step 3: Review Drafts and Scheduling Features

Email Drafts:

  • Fyxer creates drafts for emails in your To Respond category

  • Open your email client's Drafts folder to review the first one

  • Edit and send - Fyxer learns your tone and preferences over time

Scheduling:

  • Once your calendar is connected, Fyxer inserts smart scheduling links into replies

  • Fyxer can book meetings for you when you approve a timeslot

Meeting Notetaker:

  • Fyxer can join Zoom, Teams, or Google Meet sessions to record, transcribe, and summarize your meetings

  • Enable or adjust this under Meetings → Settings



Step 4: Start From Your Inbox

Look for your new Fyxer folders/labels:

  • Gmail: New labels in your sidebar

  • Outlook: New folders + category tags

Begin each day in To Respond - this is where Fyxer prioritizes messages that need action.



Step 5: Optional - Invite Your Team

If you're using Fyxer with teammates:

  1. Go to Team → Invite Member

  2. Assign Admin or Member roles

  3. Enable optional auto-invite for everyone on your company domain



What Happens Next

After setup, you'll start seeing:

  • A cleaner inbox

  • Ready-to-review drafts

  • Smart scheduling links in replies

  • Meeting summaries delivered automatically

  • Categorized emails that keep your inbox focused

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