Here is our guided checklist to ensure you’re all set for a power Fyxer AI experience:
Step 1: Connect Your Tools (Email + Calendar)
Step 1: Connect Your Tools (Email + Calendar)
☐ Go to app.fyxer.com and log in
☐ Connect your email inbox (Gmail or Outlook)
☐ Connect your calendar to unlock scheduling and meeting features
☐ Confirm that Fyxer AI folders/labels have appeared in your inbox
Step 2: Customize Your Preferences
Step 2: Customize Your Preferences
In your Fyxer AI Dashboard, navigate to Settings > Preferences
☐ Turn ON Email Categorization
☐ Decide: Do you want emails to stay in the inbox or move to folders?
☐ Turn ON Draft Replies
☐ Turn ON Follow ups
☐ Turn ON Calendar Drafts
☐ Turn ON Meeting Notetaker and set it to join all meetings (optional per meeting within your Meeting tab)
Step 3: Work from Your “To Respond” List
Step 3: Work from Your “To Respond” List
☐ Check your inbox categories (Gmail labels or Outlook folders/tags)
☐ Start replying to emails in To Respond
Step 4: Review Your First Drafts
Step 4: Review Your First Drafts
☐ Go to your Inbox > Drafts folder
☐ Open one of your Fyxer AI-generated reply drafts
☐ Review how it mimics your tone and style
☐ Edit if needed, then click send
Step 5: Try the Meeting Notetaker
Step 5: Try the Meeting Notetaker
☐ Schedule a Zoom, Google Meet or Teams call
☐ Make sure Fyxer is set to attend
☐ After the meeting, check your inbox for a summary email from Fyxer AI
☐ Review the auto-drafted follow-up email and send if needed or discard
Step 6: Set Up Your Team (optional)
Step 6: Set Up Your Team (optional)
☐ Invite team members via the Team tab
☐ Choose their role: Admin or Member
☐ If using a company domain (e.g. @company.com), enable auto-invite for that domain
Need Help?
Chat with support via your Fyxer AI dashboard or email alexa@fyxer.com