How to Delete a Read AI Account and Meeting Data

Stop Future Meeting Capture

Turn off Read AI’s automatic joining before you review old recordings, so client meetings don’t keep adding new material.

1. Open Account Settings in Read AI and select Meeting Recording.
2. Open Auto-Join Preferences and choose manual meeting selection. If your organisation controls this setting, ask its Workspace administrator to change it.
3. Open Read’s Calendar and turn off Add Read? for upcoming client meetings. For a recurring meeting, select This and all future meetings in this series. Read’s turn-off instructions say to allow at least 15 minutes for this change to sync.

Use Read’s chat controls if it’s already in a Teams meeting. Type “Read stop” to remove it and retain a report for the captured portion.

Type “Opt out” to remove it and delete the meeting data. Use the opt-out link in the chat when one is supplied.

Check who invited Read before assuming your account caused it. Another participant can invite Read through their own account. Changing your preferences won’t change theirs.

Remove Read AI From Teams and Other Connections

Remove the Teams app and disconnect Read’s calendar access as separate actions. A calendar connection can invite Read without an installed Teams app, and removing a connection leaves existing reports in place.

For the installed Teams app, follow Microsoft’s app-removal procedure:

1. In Teams, select Apps, then Manage your apps.
2. Find Read AI and expand its row to see where it’s installed.
3. Select Remove for each relevant location. Repeat for any other team or chat where you installed it.

For Read’s connections, use its deactivation instructions:

1. Open Integrations in Read and find Calendar & Meetings.
2. Open each connected calendar, select Disconnect and confirm. If a calendar powers Smart Scheduler links, turn those links off in the confirmation window first.
3. Disconnect the other active integrations you no longer need. A Workspace administrator must handle connections on the Workspace tab.

After every calendar is disconnected, Read says its Calendar page shows no upcoming meetings. Past reports remain accessible. This lets you stop future capture while completing the record review.

If Teams won’t let you remove the app, have the organisation’s administrator handle it. For a brokerage-wide removal, include staff accounts and centrally managed connections in that request. Removing your installation alone doesn’t change another user’s account.

Review and Retain Required Records

Keep the client evidence your brokerage needs before deleting recordings or the account. Decide what belongs in the client file under your licensee’s retention policy, including any complaint or legal hold.

A recording can contain information that never belongs in a permanent client note. Equally, deleting a recording can remove evidence that a file needs. Review the actual contents and record the retention decision before using a delete control.

Save required material into the brokerage’s approved record system and confirm it opens there.

The Office of the Australian Information Commissioner’s APP 11 guidance requires covered entities to take reasonable steps to destroy or de-identify personal information no longer needed. Retention required by Australian law or a court or tribunal order is an exception. Apply that decision to copies you control, including downloads and backups.

To delete an individual meeting report you own, open it, select the three-dot menu at the top right and choose Delete Report. Read’s report-deletion instructions say this permanently removes the report data and prevents others accessing it.

If the menu says Remove report, you aren’t the owner. That action only removes the report from your list. Request deletion from the owner through Read’s Account & Privacy Center instead.

Treat a submitted request as pending until the owner deletes the report.

Delete and Confirm the Account State

Delete the account only after required records are safe and the Workspace’s remaining meeting data has an assigned owner. Read prevents Workspace owners from deleting their accounts until ownership is transferred or the Workspace is deleted. Prefer transferring ownership when the brokerage still needs it.

Follow Read’s account-deletion procedure:

1. Sign in to the correct Read account.
2. Open Account Settings, select Advanced and scroll to Delete Account.
3. Select Delete my account.
4. Choose a reason in the confirmation window, then select Delete account. Read says successful deletion returns you to its sign-up page with “Successfully deleted account”.
5. Use the Account & Privacy Center to check the account’s deletion state. Keep the resulting confirmation in your internal removal record.

A greyed-out deletion button means the organisation manages account deletion. Contact the Workspace administrator. Read’s help centre says support can’t delete an account for you through a support request.

Read says account deletion immediately removes access and deletes owned reports outside a Workspace. Its security and privacy overview gives separate retention rules for accounts that remain active. Free-plan report text lasts no longer than two years, while recordings are deleted after 180 days.

Paid-plan reports remain until deletion unless a Workspace retention policy applies.

Read’s privacy policy allows retention of certain information for legal requirements or legitimate business purposes. Account confirmation therefore doesn’t prove every copy has vanished immediately. Workspace reports and copies already exported to other systems need their own review.

Check the next scheduled meeting for an unexpected Read participant. If Read returns, inspect its chat announcement to identify the inviter. Use account lookup for any second account you control, then repeat the removal for that account.

Ask another inviter to change their settings when the invitation comes from them.