Follow this guided checklist to get fully set up and start saving time with Fyxer AI.
Step 1: Connect Your Tools (Email + Calendar)
Log in at app.fyxer.com
Connect your email (Gmail or Outlook)
Connect your calendar (Google or Outlook) to unlock scheduling + meeting features
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
Check your inbox labels/folders (Gmail: Labels | Outlook: Folders/Tags)
Open your “To Respond” section
Start replying from here to make the most of Fyxer’s sorting
Review Your First Drafts
Go to your Inbox > Drafts folder
Open a Fyxer-generated reply
Review the tone and style
Make edits if needed, then send
Step 5: Try the Meeting Notetaker
Schedule a meeting (Zoom, Google Meet, or Teams)
Make sure Fyxer is set to attend (check your Meeting tab)
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)
Go to the Team tab
Click Invite Team Member
Assign a role: Admin or Member
If using a company domain (e.g. @company.com), enable auto-invite for others with the same domain