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Merge pull request #8671 from chadmcrowell/adding-youtube-automation
added automation playbook
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communication/youtube/obs/streaming-key.md

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# Zapier Integration Playbook: Standard Operating Procedure
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## 1. Overview
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**Workflow Name:**
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Zaps: Zoom Recording to Google Drive & YouTube
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**Template:**
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https://zapier.com/shared/1cf48789b958c3e2bf8cae14ed25c6943f193a7f
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**Purpose:**
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Automates the flow of Zoom cloud recordings into Google Drive for backup, and then uploads them to YouTube, assigning them to the correct playlist.
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**Owner:**
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[@youtube-admins](https://github.com/kubernetes/community/blob/master/communication/moderators.md#owners)
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**Last Updated:**
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Oct 29, 2025, 09:15 AM CET
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## 2. Workflow Diagram
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**High-level visual sequence:**
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1. Zoom: Detects new cloud recording
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2. Formatter: Normalizes the recording date
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3. Google Drive: Uploads the file to a shared drive folder
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4. YouTube: Uploads the video with title, description, and privacy settings
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5. YouTube: Adds uploaded video into the correct playlist
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![Zapier Workflow Diagram](zapier-workflow-for-k8s-community-youtube.png)
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## 3. Step-by-Step Breakdown & Rebuild
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**Template:**
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https://zapier.com/shared/1cf48789b958c3e2bf8cae14ed25c6943f193a7f
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**Zap Name:**
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[SIG-NAME]-Integration: Zoom Recording → Google Drive → YouTube
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### 3.1 Trigger – Zoom
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- **App:** Zoom (v2.24.7)
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- **Event:** New Cloud Recording
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**Setup inside Zapier:**
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- Connect the correct Zoom account
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- Choose trigger: New Cloud Recording
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- Configure filters if needed (e.g., only for your user or specific meeting topics)
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- Test trigger: Zapier should return a sample recording object
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**Fields to note:**
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- Recording Start Time → used in Formatter step
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- Download URL → used later for file upload
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### 3.2 Action – Formatter by Zapier (Date/Time)
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- **App:** Formatter by Zapier
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- **Event:** Date/Time → Format
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**Setup inside Zapier:**
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- Input: Recording Start Time (from Zoom)
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- From Format: Auto-detect
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- To Format: YYYY-MM-DD
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**Example Output:**
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2025-09-04
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(This clean date string will be inserted into file names and YouTube titles.)
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### 3.3 Action – Google Drive (Upload File)
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- **App:** Google Drive
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- **Event:** Upload File
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**Setup inside Zapier:**
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- Connect Google Drive account
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- Folder: Select destination folder (e.g., `/Team/Meetings/Recordings/`)
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- File: Map Zoom’s Download URL
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- File Name: `WG Node Lifecycle Meeting – {{Formatter Output}}.mp4`
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- Test: Zapier should upload a sample file into your Drive folder
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### 3.4 Action – YouTube (Upload Video)
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- **App:** YouTube
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- **Event:** Upload Video
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**Setup inside Zapier:**
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- Connect your YouTube channel
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- Video File: Map to the Google Drive file from Step 3
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- Title: `WG Node Lifecycle Meeting – {{Formatter Output}}`
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- Description: (Include structured details, e.g.)
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- Weekly WG Node Lifecycle meeting
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- Date: {{Formatter Output}}
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- Agenda:
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- Updates
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- Open issues
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- Next steps
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- Privacy: Choose Public / Unlisted / Private
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- Tags: (Optional, e.g., Kubernetes, Working Group, Node Lifecycle)
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### 3.5 Action – YouTube (Add Video to Playlist)
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- **App:** YouTube
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- **Event:** Add Video to Playlist
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**Setup inside Zapier:**
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- Playlist: Select the target playlist (e.g., WG Node Lifecycle Meetings)
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- Video: Map video ID from Step 4 (YouTube Upload)
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## 4. Testing the Zap
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- Run the Zap manually with a sample Zoom recording
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- Confirm:
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- File appears in Google Drive with correct filename
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- Video uploads to YouTube with correct title, description, privacy
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- Video appears in the right playlist
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## 5. Error Handling
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- **Large files:** If file upload fails, check Zoom → Drive connection limits
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- **Retries:** Zapier retries failed steps automatically; confirm retry settings
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- **Notifications:** Ensure error emails are enabled in Zapier account
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- **YouTube Upload:** If YouTube rejects upload (e.g., quota exceeded), Zapier shows an error in Zap History
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- **Email Notifications:** Set up email notifications for failed runs
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## 6. Accounts & Connections
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This section details the accounts and connections used within our Zapier integrations.
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Maintaining accurate and secure connections is vital for uninterrupted workflows.
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| Application | Account Name | Connected By | Last Reviewed |
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|--------------------|--------------|--------------|--------------|
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| Zoom Account | Person | Person | Date |
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| Google Drive Account| Person | Person | Date |
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| YouTube Account | Person | Person | Date |
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## 7. Change Management Note
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Any edits to this Zap must be documented in this SOP and reviewed by [@youtube-admins](https://github.com/kubernetes/community/blob/master/communication/moderators.md#owners).
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Export a new PNG of the flow when changes are made.
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## 8. Team Implementation Notes
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- All team members should have access to the Google Drive destination folder and YouTube playlist
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- Test workflow with a small sample recording before enabling full automation
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- Keep a version history: save screenshots or JSON export of Zap for version tracking
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## 9. Testing Checklist
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- Trigger fires when a new Zoom recording is created
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- File uploads to correct Google Drive folder
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- Filename uses YYYY-MM-DD format
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- Video uploads to YouTube with title & description
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- Video is assigned to correct playlist
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