6 Tools, 3 Workflows, and 1 Formula to Scale Up with AI in Home Care (Matt Ericksen)

#26 AI is transforming how home care agencies operate. Matt Ericksen, VP of Sales and Operations at Griswold, breaks down the exact AI tools, workflows, and formulas he’s using to reclaim hours, improve recruiting, and scale franchise operations. You’ll hear how he built a job ad grader that boosts hiring results, layered Microsoft Copilot across internal systems to save 17 hours a week, and created a compliance companion tool in under 30 minutes. Matt also shares the “Overall Productivity Index” formula for calculating AI ROI and the six-step anatomy of a winning prompt. If you’ve been tinkering with AI but aren’t sure how to make it stick, this episode is your blueprint for adoption and measurable results in home care.Matt Ericksen on LinkedInGriswold websitePractical AI podcastMatt’s AI preferred tools:Microsoft co-pilot - works best for those using the Microsoft business suitechatGPT - writing text, summarizing text, data analysis, simple tasks, and moreClaude - write, edit, finesse written copy, emails, etc. Decktopus - create presentationsReplit - easy to use AI app builderThe Anatomy of a Prompt:RoleTaskContextReasoningOutput / formatStop conditionsAI Overall Productivity Index (OPI):Overall Productivity Index = (Hours Reclaimed × Avg. Hourly Cost) − Weekly AI Tool CostChapters:02:46 Matt's Journey in Home Care05:46 The Impact of AI on Career Development08:58 First Aha Moment with AI12:04 AI Adoption in Home Care14:51 Essential AI Tools for Home Care17:52 Anatomy of Prompting in AI23:53 Overall Productivity Index (OPI) for AI Tools34:36 Understanding OPI and Its Importance37:12 The Role of Natural Language in AI37:52 Introducing the Job Ad Grader Tool44:20 Leveraging Microsoft Copilot for Internal Operations49:18 Creating Effective Meeting Summaries with AI51:48 Developing a Companion Tool for Compliance59:15 Future of AI in Home Care01:04:32 AI Experiment Challenge for Business Owners