Skip to main content

Your 7-Day onboarding checklist: What to expect

Updated this week

Getting started with Fyxer takes less than a week of light daily steps. Each day builds on the last, helping you see real value quickly. Hereโ€™s your guide to the first 7 days.


Day 0: Setup Essentials

  • Connect Gmail/Outlook + Calendar.

  • Approve permissions so Fyxer can categorize, draft, and schedule.

  • Go to Categorization Settings โ†’ decide if categories should stay in your inbox or move into folders. (This shapes how your inbox behaves from day one.)

  • Turn on Conversation View.
    โ€‹



Day 1: First Wins in Your Inbox

  • Watch Fyxer auto-sort your inbox.

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

๐Ÿ’ก Quick win: You should save ~30โ€“60 minutes today by acting only from โ€œTo Respondโ€ with your Fyxer-generated drafts waiting for you to send.


Day 2: Training the AI

  • Correct drafts instead of deleting them (this teaches your tone).

  • Set up email rules and label borderline emails as To Respond or FYI to reinforce priorities.

  • Upload 1โ€“2 reference documents under Your Files for sharper drafts.

  • Adjust your Draft Prompt: add preferred greetings, tone, or banned phrases.

  • Refine Draft Sensitivity (draft more or less often).
    โ€‹



Day 3: Meeting Notetaker

  • 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.



Day 4: Smarter Scheduling

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

  • Set up your Scheduling Link (personal booking page) under Scheduling Settings - ideal for quick back-and-forths.
    โ€‹



Day 5: Build New Habits

  • Start your day in To Respond.

  • End your day by clearing follow-up drafts in Awaiting Reply - no more forgotten threads.



Day 6: Try Chat

  • Search for info: Ask Chat about a topic covered in your Day 1โ€“2 emails or documents you uploaded (e.g., โ€œWhat did my client ask last week?โ€).

  • Draft from scratch: Use Draft Mode in Chat to request a new email - Fyxer will generate the draft and drop it straight into your inbox.
    โ€‹

๐Ÿ’ก Tip: Chat + Draft Mode is perfect for outbound emails where you want to start from zero but keep your voice consistent.


Day 7: Review and Adjust

  • Revisit your Dashboard settings โ†’ tweak categorization, draft, or scheduling rules.

  • If drafts feel off, remember Fyxer learns fast with edits + uploads.

  • Reminder: Fyxer never sends without your review.

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



By the end of week one, you will

  • Save an hour+ 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.

Did this answer your question?