AI file ingestion is rolling out per organization. If you don’t see it on your gigs yet, contact support to enable it.
The flow
1
Start a batch on a gig
Ingestion is scoped to a single event. You open (or create) an ingestion batch on the gig — a container for the files you’re about to drop.
2
Add files
Attach PDFs, images, or paste text (a forwarded email, a block from a doc). Each file is analyzed independently.
3
Per-file analysis
CheckAI reads each file and extracts a set of proposals — schedule items, crew members, ledger items, leads, and event details. A file moves from analyzing → ready for review.
4
Review proposals
For each file you see exactly what was found, with a dry-run preview: which rows are new versus which already exist (a crew member already on your roster, a venue already in your CRM). You can edit a proposal to fix an extraction before committing.
5
Merge across files (optional)
When a batch has several files, CheckAI can merge them into one combined draft — deduplicating overlaps and flagging conflicts (two files with different load-in times, the same person listed twice). The merge carries a merge version so a review always reflects the latest combine.
6
Commit what you chose
Commit the proposals you selected — by file, or the merged batch as a whole. This is the only step that writes to the gig, and it runs through the confirmation gate: you approve a plain-language summary first.
What gets extracted
A single file can propose any of:
Crew rows without a contact channel can’t become an invitation and are skipped at write time — the same rule the importer follows.
New vs. duplicate
Before you commit, the review marks each proposed record as new or a match against data you already have. Matches reuse the existing crew member, venue, or customer instead of creating a duplicate — so re-ingesting an updated contract is safe and won’t fork your roster or CRM. Identity follows the same external-ID and natural-key rules described in Identity & idempotence.Confirmation before anything is written
Commits are destructive actions, so they run through Soundcheck’s confirmation gate. When you commit, CheckAI returns a short summary — “Add 3 crew members, 5 schedule items, and $2,400 in ledger items to this gig” — and writes nothing until you confirm. The approval is bound to exactly what you reviewed: if the merge changes underneath you (a new file is added and re-merged), the prior approval is invalidated and you re-review before committing. See the MCP security model for the underlying mechanism.From an AI client
The same pipeline is available as MCP tools, so you can drive it from Claude Code or Cursor — or let the CheckAI assistant orchestrate it. Theingest_gig_files prompt walks the whole batch → review → confirm → commit loop. See the ingestion tools on the MCP server page.
Related
CheckAI overview
The assistant behind ingestion.
Spreadsheet imports
The other way data gets into Soundcheck.
Universal Event Format
The shape every ingestion produces.