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Your 7-Day onboarding checklist: What to expect

Updated over a month ago

Getting started with Fyxer takes less than a week. Each day builds on the last. Here's your guide to the first 7 days.



Day 0: Setup essentials

  • Connect Gmail/Outlook and Calendar

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

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



Day 1: First wins in your inbox

  • Watch Fyxer sort your inbox

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

Quick win: You should save 30–60 minutes today by acting only from "To Respond" with Fyxer-generated drafts ready to send.


Day 2: Training the AI

  • Edit 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 1–2 reference documents under Your Files for sharper drafts

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

  • Refine your draft reply settings (draft more or less often)



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



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 1–2 emails or documents you uploaded (e.g., "What did my client ask last week?")

  • 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

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 → 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]



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

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