Your 7-Day onboarding checklist: What to expect

Connect Gmail/Outlook and Calendar

Approve permissions so Fyxer can categorize, draft, and schedule

Go to Dashboard → Categorization → decide if categories should stay in your inbox or move into folders

Turn on Conversation View
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Watch Fyxer sort your inbox

Send your first draft reply (auto-generated in To Respond)

Edit drafts instead of deleting them (this teaches your tone)

Set up custom rules and label borderline emails as To Respond or FYI to reinforce priorities

Upload 1–2 reference documents under Custom Files for sharper drafts

Adjust your custom tone: add preferred greetings, tone, or banned phrases

Refine your draft reply settings (draft more or less often)
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Invite the Notetaker to a meeting

Review the notes, transcript, and action items in your Dashboard

Try the meeting pre-read feature for an upcoming call

Reply to a meeting request and watch Fyxer insert your availability into a draft automatically

Set up your personal scheduling link under Scheduling Settings - ideal for quick back-and-forths
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Start your day in To Respond

End your day by clearing follow-up drafts in Awaiting Reply - no more forgotten threads
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Search for info: Ask Chat about a topic covered in your Day 1–2 emails or documents you uploaded (e.g., "What did my client ask last week?")

Draft from scratch: Ask Chat to draft you a new email - Fyxer will generate the draft and drop it straight into your inbox

Revisit your Dashboard settings → tweak categorization, draft, or scheduling rules

If drafts feel off, remember Fyxer learns fast with edits and uploads

Reminder: Fyxer never sends without your review

Check out our Help Centre FAQ for common setup questions or reach out to [email protected]
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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