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In this tutorial, users learn to create a form for submissions and approvals using Microsoft Office 365 and Excel. First, they are directed to create a blank Excel workbook and name it appropriately. Then, they access the 'Insert' tab to create a form, customizable for various types of questions, including multiple-choice options. The speaker provides examples, such as asking about favorite vegetables. Finally, they mention transitioning to 'Power Automate' to manage cash flow and further automate processes. If 'Power Automate' is not visible, users are advised to check under 'All Apps' to locate it.