First workflow in Formuley
Move from onboarding into the first useful workflow: add raw materials, create or import an individual formula, 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 an individual existing recipe if you already have one
- 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 an individual recipe if you already have one
Use /formulas/import when you want to bring in an individual recipe instead of entering it line by line.
This route is useful when you already have:
- SoapCalc-style recipes
- CSV exports
- pasted formulas
- existing formulations you want to bring in quickly
If an individual recipe import is your real first step, do that immediately after onboarding and then review the imported formula rather than rebuilding it from zero.
If you are moving a larger legacy data set into Formuley, use the preview-first verified migration proof workflow at /settings/data. Review the preview and reconciliation results before confirming an import. This is separate from the single-formula importer.
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 one recipe, import it first and then review the result.
- If you are moving a larger legacy data set, start the preview at
/settings/data. - 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 individual recipe imported and reviewed, if you started with one
- a migration-proof preview at
/settings/data, if you are evaluating a larger legacy data set - one recorded batch or a clear path to record it next
Related routes
/launch-pad/ingredients/new/formulas/new/formulas/import/settings/data/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 a quick answer instead?
Open Help for troubleshooting, billing, account questions, and direct support routes. Stay in Docs when you need setup or workflow steps.