First workflow in Formuley
Move from onboarding into the first useful workflow: add raw materials, create a formula, optionally import existing recipes, and log a first batch.
Overview
The first useful workflow in Formuley is not a long tour. It is a short sequence that gets your workspace populated with real data:
- Add raw materials
- Create a formula
- Import existing recipes if you already have them
- Log a batch
This page keeps those steps in one guide so you do not have to bounce across multiple small setup articles.
Step 1: Add raw materials
Open /ingredients/new and create the raw materials you actually use first. Start with the materials you know will appear in your first formula.
You do not need a full catalog on day one. A small, accurate starting library is better than a rushed bulk import with placeholder data.
Step 2: Create the first formula
Open /formulas/new after you have at least one raw material available.
Your first formula should be a real product or a close working draft. That gives you something useful to test against later in costing, labels, compliance, and production.
Step 3: Import recipes if you already have them
If you are migrating from another workflow, skip unnecessary manual re-entry and use /formulas/import.
This route is useful when you already have:
- SoapCalc-style recipes
- CSV exports
- pasted formulas
- existing formulations you want to bring in quickly
If import is your real first step, do that immediately after onboarding and then clean up the imported formula rather than rebuilding it from zero.
Step 4: Log the first batch
Open /batches/new once you have at least one usable formula.
The first batch matters because it proves the workspace is ready for real production tracking, not just formulation data entry.
Recommended decision path
- If you are brand new, follow the sequence in order.
- If you already have recipes, import first and then review the result.
- If you are evaluating whether the product fits your workflow, get to the first batch as fast as possible.
Expected result
By the end of this workflow, you should have:
- at least one raw material in the library
- one real formula in the system
- an import path tested if you needed migration
- one recorded batch or a clear path to record it next
Related routes
/launch-pad/ingredients/new/formulas/new/formulas/import/batches/new
Next docs
Related Docs
Complete onboarding and understand Launch Pad
Finish the onboarding wizard, understand where Formuley sends you next, and use Launch Pad as your first-run workspace.
API overview
Understand the Formuley API surface, the difference between public docs and gated developer tools, and which endpoint families exist.
Need support instead?
Use the Help Center for troubleshooting, billing questions, account issues, and product guidance once your setup is already in motion.