Jotform and Zapier are being used together to automate workflows between forms and spreadsheets. To start, set up a Jotform form and an Excel spreadsheet with matching columns before creating a Zap. A Zap is an automated workflow that sends information from one app to another, in this case, adding new Jotform submissions to an Excel spreadsheet. To create the Zap, first set up the trigger by connecting a Jotform account and selecting the "New Submission" event, then add rows to the Excel action by connecting a Microsoft Excel account and mapping the data fields from the Jotform form to the corresponding columns in the Excel spreadsheet. Testing the Zap ensures that it is working correctly before using it to automate the process of adding new form submissions to the spreadsheet.