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In this tutorial, the presenter explains how to create a form for obtaining submissions and approvals in Office 365 using Excel. The process begins by creating a blank workbook. After naming the workbook, the user inserts a form, which can include various questions, allowing for multiple answers. The tutorial includes examples of questions, such as a survey about favorite vegetables. Once the form is created, users are instructed to navigate to Power Automate to execute the next steps. If Power Automate isn't immediately visible, users can find it under "all apps." The tutorial progresses to demonstrate how to set up cash flow management following the form creation.