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Your onboarding checklist

Alexa avatar
Written by Alexa
Updated over a month ago

Follow this guided checklist to get fully set up and start saving time with Fyxer AI.


Step 1: Connect Your Tools (Email + Calendar)

  1. Log in at app.fyxer.com

  2. Connect your email (Gmail or Outlook)

  3. Connect your calendar (Google or Outlook) to unlock scheduling + meeting features

  4. Check that Fyxer’s folders (Outlook) or labels (Gmail) have appeared in your inbox


Step 2: Set Your Preferences

Go to Settings > Preferences in your dashboard.

Turn on the features you want:

Email Categorisation – Automatically sorts your inbox
Draft Replies – Fyxer writes reply drafts for you
Follow-ups – Get reminders for emails awaiting a reply
Scheduling – Suggests email replies based on your calendar
Meeting Notetaker – Joins and summarizes your meetings (optional: you can set this per meeting)


Step 3: Start with Your “To Respond” List

  1. Check your inbox labels/folders (Gmail: Labels | Outlook: Folders/Tags)

  2. Open your “To Respond” section

  3. Start replying from here to make the most of Fyxer’s sorting


Review Your First Drafts

  1. Go to your Inbox > Drafts folder

  2. Open a Fyxer-generated reply

  3. Review the tone and style

  4. Make edits if needed, then send



Step 5: Try the Meeting Notetaker

  1. Schedule a meeting (Zoom, Google Meet, or Teams)

  2. Make sure Fyxer is set to attend (check your Meeting tab)

  3. After the call, check your inbox for:

    • A summary email

    • A draft follow-up email ready to review and send



Step 6: Invite Your Team (Optional)

  1. Go to the Team tab

  2. Click Invite Team Member

  3. Assign a role: Admin or Member

  4. If using a company domain (e.g. @company.com), enable auto-invite for others with the same domain

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